Stonehage Fleming (UK)’s CarMax KMX Stock Holding History

Stonehage Fleming (UK)’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 Q4	$552K	Buy	10,236 +763	+8%	+$43.6K	0.25%	104
2015 Q3	$562K	Hold	9,473	–	–	0.27%	103
2015 Q2	$627K	Hold	9,473	–	–	0.28%	97
2015 Q1	$653K	Buy	9,473 +993	+12%	+$64.7K	0.3%	94
2014 Q4	$565K	Hold	8,480	–	–	0.28%	92
2014 Q3	$394K	Hold	8,480	–	–	0.18%	125
2014 Q2	$441K	Buy	8,480 +1,300	+18%	+$59K	0.18%	112
2014 Q1	$336K	Hold	7,180	–	–	0.14%	121
2013 Q4	$338K	Buy	+7,180	New	+$352K	0.14%	120

Other funds holding KMX

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Stonehage Fleming (UK)'s KMX Position: Q4 2015 in Review

Stonehage Fleming (UK) increased its CarMax (KMX) stake by 8.1% in Q4 2015, buying an estimated $43.6K and bringing the position to 10,236 shares worth $552K. The position accounts for 0.25% of the portfolio, ranked #104.

Stonehage Fleming (UK) first reported a position in KMX in Q4 2013 and has held it in 9 quarters since. The position peaked at $653K in Q1 2015. 424 funds tracked by Wall St. Rank hold KMX as of Q4 2015.

Stonehage Fleming (UK) held 10,236 shares of CarMax worth $552K as of Q4 2015.
Stonehage Fleming (UK) bought 763 CarMax shares in Q4 2015, an estimated $43.6K.
CarMax made up 0.25% of Stonehage Fleming (UK)'s portfolio in Q4 2015, its #104 holding.
Stonehage Fleming (UK) first reported a position in CarMax in Q4 2013 and has held it in 9 quarters since.
Stonehage Fleming (UK)'s CarMax position peaked at $653K in Q1 2015.
424 funds tracked by Wall St. Rank held CarMax as of Q4 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2015, filed 11 Oct 2019.