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Rockbridge Investment Management’s CarMax KMX Stock Holding History

Rockbridge Investment Management’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-137
Closed -$12K – 667
2020
Q2 		$12K Buy
+137
New +$10.7K ﹤0.01% 407

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's KMX Position: Q3 2020 in Review

Rockbridge Investment Management sold out of CarMax (KMX) in Q3 2020, closing a stake of 137 shares — an estimated $12K sold.

Rockbridge Investment Management first reported a position in KMX in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

  • Rockbridge Investment Management reported no remaining CarMax position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 137 CarMax shares in Q3 2020, an estimated $12K.
  • Rockbridge Investment Management first reported a position in CarMax in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's CarMax position peaked at $12K in Q2 2020.
  • 626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.