Sugarloaf Wealth Management’s CarMax KMX Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$40.9K	Hold	500	–	–	0.01%	318
2024 Q3	$38.7K	Hold	500	–	–	0.01%	334
2024 Q2	$36.7K	Hold	500	–	–	0.01%	325
2024 Q1	$43.6K	Hold	500	–	–	0.01%	309
2023 Q4	$38.4K	Hold	500	–	–	0.01%	313
2023 Q3	$35.4K	Hold	500	–	–	0.01%	327
2023 Q2	$41.9K	Hold	500	–	–	0.01%	312
2023 Q1	$32.1K	Hold	500	–	–	0.01%	339
2022 Q4	$30.4K	Hold	500	–	–	0.01%	355
2022 Q3	$34K	Hold	500	–	–	0.01%	347
2022 Q2	$45K	Hold	500	–	–	0.01%	303
2022 Q1	$48K	Hold	500	–	–	0.01%	285
2021 Q4	$65K	Hold	500	–	–	0.02%	251
2021 Q3	$64K	Hold	500	–	–	0.02%	241
2021 Q2	$65K	Hold	500	–	–	0.02%	241
2021 Q1	$66	Hold	500	–	–	0.02%	242
2020 Q4	$47K	Hold	500	–	–	0.02%	257
2020 Q3	$46K	Hold	500	–	–	0.02%	247
2020 Q2	$45K	Hold	500	–	–	0.02%	252
2020 Q1	$27K	Sell	500 -56	-10%	-$4.74K	0.01%	288
2019 Q4	$49K	Buy	+556	New	+$52.3K	0.02%	250

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sugarloaf Wealth Management's KMX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its CarMax (KMX) position steady in Q4 2024 at 500 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #318.

Sugarloaf Wealth Management first reported a position in KMX in Q4 2019 and has held it in 21 quarters since. The position peaked at $65K in Q4 2021. 749 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

Sugarloaf Wealth Management held 500 shares of CarMax worth $40.9K as of Q4 2024.
Sugarloaf Wealth Management left its CarMax share count unchanged in Q4 2024.
CarMax made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #318 holding.
Sugarloaf Wealth Management first reported a position in CarMax in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's CarMax position peaked at $65K in Q4 2021.
749 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.