Steel Grove Capital Advisors’s CarMax KMX Stock Holding History

Steel Grove Capital 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
2018 Q4	–	Sell	-3,100	Closed	-$231K	–	325
2018 Q3	$231K	Hold	3,100	–	–	0.03%	282
2018 Q2	$226K	Sell	3,100 -1,800	-37%	-$120K	0.04%	278
2018 Q1	$304K	Sell	4,900 -500	-9%	-$32.7K	0.05%	251
2017 Q4	$346K	Buy	+5,400	New	+$385K	0.05%	232
2017 Q3	–	Sell	-3,500	Closed	-$221K	–	290
2017 Q2	$221K	Sell	3,500 -1,500	-30%	-$90.6K	0.04%	255
2017 Q1	$296K	Buy	+5,000	New	+$325K	0.05%	226
2016 Q3	–	Sell	-9,550	Closed	-$468K	–	212
2016 Q2	$468K	Buy	9,550 +2,400	+34%	+$123K	0.12%	106
2016 Q1	$365K	Buy	7,150 +700	+11%	+$33K	0.09%	114
2015 Q4	$348K	Buy	6,450 +800	+14%	+$45.7K	0.09%	130
2015 Q3	$335K	Buy	5,650 +2,550	+82%	+$160K	0.08%	125
2015 Q2	$205K	Hold	3,100	–	–	0.05%	161
2015 Q1	$214K	Buy	+3,100	New	+$202K	0.05%	140

Other funds holding KMX

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return

Steel Grove Capital Advisors's KMX Position: Q4 2018 in Review

Steel Grove Capital Advisors sold out of CarMax (KMX) in Q4 2018, closing a stake of 3,100 shares — an estimated $231K sold.

Steel Grove Capital Advisors first reported a position in KMX in Q1 2015 and held it in 12 quarters. The position peaked at $468K in Q2 2016. 534 funds tracked by Wall St. Rank hold KMX as of Q4 2018.

Steel Grove Capital Advisors reported no remaining CarMax position as of Q4 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,100 CarMax shares in Q4 2018, an estimated $231K.
Steel Grove Capital Advisors first reported a position in CarMax in Q1 2015 and held it in 12 quarters.
Steel Grove Capital Advisors's CarMax position peaked at $468K in Q2 2016.
534 funds tracked by Wall St. Rank held CarMax as of Q4 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.