S.A. Mason’s CarMax KMX Stock Holding History

S.A. Mason’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
2024 Q1	–	Sell	-500	Closed	-$38.4K	–	318
2023 Q4	$38.4K	Sell	500 -1,400	-74%	-$94.1K	0.03%	257
2023 Q3	$134K	Hold	1,900	–	–	0.1%	175
2023 Q2	$122K	Hold	1,900	–	–	0.09%	184
2023 Q1	$122K	Hold	1,900	–	–	0.09%	184
2022 Q4	$116K	Hold	1,900	–	–	0.09%	187
2022 Q3	$125K	Hold	1,900	–	–	0.1%	183
2022 Q2	$172K	Hold	1,900	–	–	0.13%	165
2022 Q1	$183K	Hold	1,900	–	–	0.11%	166
2021 Q4	$247K	Hold	1,900	–	–	0.15%	148
2021 Q3	$243K	Hold	1,900	–	–	0.16%	145
2021 Q2	$245K	Hold	1,900	–	–	0.17%	145
2021 Q1	$252K	Hold	1,900	–	–	0.19%	135
2020 Q4	$179K	Hold	1,900	–	–	0.15%	151
2020 Q3	$175K	Hold	1,900	–	–	0.17%	141
2020 Q2	$170K	Hold	1,900	–	–	0.18%	134
2020 Q1	$102K	Hold	1,900	–	–	0.12%	159
2019 Q4	$167K	Buy	+1,900	New	+$179K	0.16%	135

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Janus Henderson Group

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

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return