RC
KMX icon

Roundview Capital’s CarMax KMX Stock Holding History

Roundview Capital’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
2023
Q4 		– Sell
-5,988
Closed -$424K – 314
2023
Q3 		$424K Sell
5,988
-4,172
-41% -$342K 0.04% 247
2023
Q2 		$850K Sell
10,160
-1,032
-9% -$75.6K 0.08% 207
2023
Q1 		$719K Buy
11,192
+1,956
+21% +$131K 0.08% 218
2022
Q4 		$562K Buy
+9,236
New +$593K 0.06% 225
2022
Q3 		– Sell
-2,638
Closed -$239K – 281
2022
Q2 		$239K Buy
2,638
+76
+3% +$7.15K 0.03% 260
2022
Q1 		$247K Sell
2,562
-5,478
-68% -$589K 0.03% 273
2021
Q4 		$1.05M Buy
8,040
+125
+2% +$17.5K 0.1% 184
2021
Q3 		$1.01M Buy
7,915
+557
+8% +$74.1K 0.11% 180
2021
Q2 		$950K Buy
+7,358
New +$910K 0.11% 189

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Roundview Capital's KMX Position: Q4 2023 in Review

Roundview Capital sold out of CarMax (KMX) in Q4 2023, closing a stake of 5,988 shares — an estimated $424K sold.

Roundview Capital first reported a position in KMX in Q2 2021 and held it in 9 quarters. The position peaked at $1.05M in Q4 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

  • Roundview Capital reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
  • Roundview Capital sold 5,988 CarMax shares in Q4 2023, an estimated $424K.
  • Roundview Capital first reported a position in CarMax in Q2 2021 and held it in 9 quarters.
  • Roundview Capital's CarMax position peaked at $1.05M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Roundview Capital's 13F filing for Q4 2023, filed 12 Feb 2024.