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Sun Life Financial’s CarMax KMX Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-96
Closed -$13K – 304
2021
Q1 		$13K Sell
96
-1
-1% -$122 ﹤0.01% 339
2020
Q4 		$9K Buy
97
+2
+2% +$188 ﹤0.01% 394
2020
Q3 		$9K Sell
95
-3
-3% -$300 ﹤0.01% 359
2020
Q2 		$9K Buy
98
+1
+1% +$78 ﹤0.01% 318
2020
Q1 		$5K Sell
97
-1
-1% -$85 ﹤0.01% 371
2019
Q4 		$9K Sell
98
-38
-28% -$3.58K ﹤0.01% 335
2019
Q3 		$12K Sell
136
-1
-0.7% -$86 ﹤0.01% 478
2019
Q2 		$12K Sell
137
-151
-52% -$11.8K ﹤0.01% 472
2019
Q1 		$20K Sell
288
-201
-41% -$12.4K ﹤0.01% 506
2018
Q4 		$31K Sell
489
-4
-0.8% -$264 0.01% 488
2018
Q3 		$37K Buy
493
+10
+2% +$763 0.01% 511
2018
Q2 		$35K Buy
483
+432
+847% +$28.8K 0.01% 505
2018
Q1 		$824 Sell
51
-348
-87% -$22.7K 0.01% 342
2017
Q4 		$26K Sell
399
-942
-70% -$67.2K ﹤0.01% 391
2017
Q3 		$102K Buy
1,341
+52
+4% +$3.47K 0.01% 334
2017
Q2 		$81K Buy
1,289
+1,283
+21,383% +$77.5K 0.01% 374
2017
Q1 		$101 Buy
+6
New +$390 ﹤0.01% 388
2016
Q2 		– Sell
-1,840
Closed -$94K – 136
2016
Q1 		$94K Buy
+1,840
New +$86.8K 0.18% 18

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's KMX Position: Q2 2021 in Review

Sun Life Financial sold out of CarMax (KMX) in Q2 2021, closing a stake of 96 shares — an estimated $13K sold.

Sun Life Financial first reported a position in KMX in Q1 2016 and held it in 18 quarters. The position peaked at $102K in Q3 2017. 679 funds tracked by Wall St. Rank hold KMX as of Q2 2021.

  • Sun Life Financial reported no remaining CarMax position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 96 CarMax shares in Q2 2021, an estimated $13K.
  • Sun Life Financial first reported a position in CarMax in Q1 2016 and held it in 18 quarters.
  • Sun Life Financial's CarMax position peaked at $102K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held CarMax as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.