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Steward Financial Group’s CarMax KMX Stock Holding History

Steward Financial 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
2023
Q3 		$6K Buy
+90
New +$7.37K ﹤0.01% 550
2022
Q3 		– Sell
-49
Closed -$4K – 731
2022
Q2 		$4K Buy
+49
New +$4.61K ﹤0.01% 392

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

Steward Financial Group's KMX Position: Q3 2023 in Review

Steward Financial Group opened a new position in CarMax (KMX) in Q3 2023: 90 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KMX as recently as Q2 2022.

Steward Financial Group first reported a position in KMX in Q2 2022 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

  • Steward Financial Group held 90 shares of CarMax worth $6K as of Q3 2023.
  • CarMax was a new Steward Financial Group position in Q3 2023.
  • CarMax made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #550 holding.
  • Steward Financial Group first reported a position in CarMax in Q2 2022 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.