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Schechter Investment Advisors’s CarMax KMX Stock Holding History

Schechter Investment Advisors’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
Q3 		– Sell
-4,422
Closed -$370K – 658
2023
Q2 		$370K Buy
4,422
+138
+3% +$10.1K 0.03% 441
2023
Q1 		$275K Sell
4,284
-7
-0.2% -$468 0.03% 542
2022
Q4 		$261K Buy
+4,291
New +$275K 0.02% 672
2022
Q2 		– Sell
-2,201
Closed -$212K – 984
2022
Q1 		$212K Buy
+2,201
New +$237K 0.02% 820

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schechter Investment Advisors's KMX Position: Q3 2023 in Review

Schechter Investment Advisors sold out of CarMax (KMX) in Q3 2023, closing a stake of 4,422 shares — an estimated $370K sold.

Schechter Investment Advisors first reported a position in KMX in Q1 2022 and held it in 4 quarters. The position peaked at $370K in Q2 2023. 682 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

  • Schechter Investment Advisors reported no remaining CarMax position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,422 CarMax shares in Q3 2023, an estimated $370K.
  • Schechter Investment Advisors first reported a position in CarMax in Q1 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's CarMax position peaked at $370K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.