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Sterne Agee Group’s CarMax KMX Stock Holding History

Sterne Agee Group’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
2015
Q1 		$1.13M Sell
16,289
-1,069
-6% -$69.7K 0.17% 179
2014
Q4 		$1.16M Sell
17,358
-1,393
-7% -$77.2K 0.18% 170
2014
Q3 		$883K Buy
18,751
+738
+4% +$37.8K 0.14% 200
2014
Q2 		$937K Sell
18,013
-775
-4% -$35.2K 0.16% 192
2014
Q1 		$879K Buy
18,788
+8,266
+79% +$386K 0.17% 184
2013
Q4 		$495K Buy
+10,522
New +$516K 0.16% 156

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sterne Agee Group's KMX Position: Q1 2015 in Review

Sterne Agee Group reduced its CarMax (KMX) stake by 6.2% in Q1 2015, selling an estimated $69.7K and leaving 16,289 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #179.

Sterne Agee Group first reported a position in KMX in Q4 2013 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2014. 423 funds tracked by Wall St. Rank hold KMX as of Q1 2015.

  • Sterne Agee Group held 16,289 shares of CarMax worth $1.13M as of Q1 2015.
  • Sterne Agee Group sold 1,069 CarMax shares in Q1 2015, an estimated $69.7K.
  • CarMax made up 0.17% of Sterne Agee Group's portfolio in Q1 2015, its #179 holding.
  • Sterne Agee Group first reported a position in CarMax in Q4 2013 and has held it in 6 quarters since.
  • Sterne Agee Group's CarMax position peaked at $1.16M in Q4 2014.
  • 423 funds tracked by Wall St. Rank held CarMax as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.