RFS
KMX icon

Rockefeller Financial Services’s CarMax KMX Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$982K Hold
15,320
– – 0.02% 230
2017
Q3 		$1.16M Hold
15,320
– – 0.02% 194
2017
Q2 		$966K Sell
15,320
-12,500
-45% -$755K 0.02% 187
2017
Q1 		$1.65M Sell
27,820
-2,200
-7% -$143K 0.03% 156
2016
Q4 		$1.93M Buy
30,020
+2,000
+7% +$112K 0.04% 150
2016
Q3 		$1.5M Hold
28,020
– – 0.03% 159
2016
Q2 		$1.37M Hold
28,020
– – 0.03% 174
2016
Q1 		$1.43M Sell
28,020
-503
-2% -$23.7K 0.03% 169
2015
Q4 		$1.54M Hold
28,523
– – 0.03% 172
2015
Q3 		$1.69M Hold
28,523
– – 0.03% 162
2015
Q2 		$1.89M Sell
28,523
-352
-1% -$25.1K 0.04% 157
2015
Q1 		$1.99M Sell
28,875
-10,660
-27% -$695K 0.04% 156
2014
Q4 		$2.63M Sell
39,535
-12,777
-24% -$708K 0.06% 135
2014
Q3 		$2.43M Sell
52,312
-147,433
-74% -$7.55M 0.05% 150
2014
Q2 		$10.4M Sell
199,745
-273,250
-58% -$12.4M 0.23% 87
2014
Q1 		$22.1M Buy
472,995
+9,000
+2% +$420K 0.48% 59
2013
Q4 		$21.8M Buy
463,995
+1,440
+0.3% +$70.6K 0.47% 60
2013
Q3 		$22.4M Sell
462,555
-5,000
-1% -$245K 0.52% 51
2013
Q2 		$21.6M Buy
+467,555
New +$21.2M 0.52% 51

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return