Royce & Associates’s CarMax KMX Stock Holding History

Royce & Associates’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	-27,299	Closed	-$1.93M	–	909
2023 Q3	$1.93M	Hold	27,299	–	–	0.02%	642
2023 Q2	$2.28M	Buy	27,299 +2,324	+9%	+$170K	0.02%	646
2023 Q1	$1.61M	Hold	24,975	–	–	0.02%	699
2022 Q4	$1.52M	Hold	24,975	–	–	0.02%	688
2022 Q3	$1.65M	Buy	24,975 +17,075	+216%	+$1.56M	0.02%	658
2022 Q2	$715K	Buy	7,900 +3,300	+72%	+$310K	0.01%	799
2022 Q1	$444K	Hold	4,600	–	–	﹤0.01%	888
2021 Q4	$599K	Buy	4,600 +200	+5%	+$28K	﹤0.01%	867
2021 Q3	$563K	Buy	4,400 +2,300	+110%	+$306K	﹤0.01%	885
2021 Q2	$271K	Sell	2,100 -4,900	-70%	-$606K	﹤0.01%	973
2021 Q1	$929K	Hold	7,000	–	–	0.01%	862
2020 Q4	$661K	Hold	7,000	–	–	0.01%	856
2020 Q3	$643K	Hold	7,000	–	–	0.01%	831
2020 Q2	$627K	Hold	7,000	–	–	0.01%	835
2020 Q1	$377K	Buy	7,000 +1,500	+27%	+$127K	0.01%	864
2019 Q4	$482K	Sell	5,500 -1,600	-23%	-$151K	﹤0.01%	893
2019 Q3	$625K	Sell	7,100 -66,000	-90%	-$5.66M	0.01%	872
2019 Q2	$6.35M	Buy	73,100 +2,700	+4%	+$211K	0.06%	434
2019 Q1	$4.91M	Hold	70,400	–	–	0.04%	506
2018 Q4	$4.42M	Buy	70,400 +2,188	+3%	+$144K	0.04%	537
2018 Q3	$5.09M	Buy	68,212 +10,538	+18%	+$804K	0.04%	595
2018 Q2	$4.2M	Buy	57,674 +16,752	+41%	+$1.12M	0.03%	639
2018 Q1	$2.54M	Hold	40,922	–	–	0.02%	788
2017 Q4	$2.62M	Hold	40,922	–	–	0.02%	780
2017 Q3	$3.1M	Buy	40,922 +22,647	+124%	+$1.51M	0.02%	723
2017 Q2	$1.15M	Sell	18,275 -14,225	-44%	-$859K	0.01%	937
2017 Q1	$1.93M	Buy	32,500 +8,300	+34%	+$539K	0.01%	873
2016 Q4	$1.56M	Hold	24,200	–	–	0.01%	870
2016 Q3	$1.29M	Buy	+24,200	New	+$1.37M	0.01%	886

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Royce & Associates's KMX Position: Q4 2023 in Review

Royce & Associates sold out of CarMax (KMX) in Q4 2023, closing a stake of 27,299 shares — an estimated $1.93M sold.

Royce & Associates first reported a position in KMX in Q3 2016 and held it in 29 quarters. The position peaked at $6.35M in Q2 2019. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Royce & Associates reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Royce & Associates sold 27,299 CarMax shares in Q4 2023, an estimated $1.93M.
Royce & Associates first reported a position in CarMax in Q3 2016 and held it in 29 quarters.
Royce & Associates's CarMax position peaked at $6.35M in Q2 2019.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Royce & Associates's 13F filing for Q4 2023, filed 12 Feb 2024.