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Trek Financial’s CarMax KMX Stock Holding History

Trek 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
2022
Q4 		– Sell
-3,478
Closed -$230K – 248
2022
Q3 		$230K Sell
3,478
-265
-7% -$24.2K 0.02% 192
2022
Q2 		$339K Sell
3,743
-69
-2% -$6.49K 0.03% 165
2022
Q1 		$368K Buy
3,812
+403
+12% +$43.4K 0.03% 165
2021
Q4 		$444K Buy
3,409
+400
+13% +$56K 0.04% 134
2021
Q3 		$385K Buy
3,009
+450
+18% +$59.9K 0.04% 133
2021
Q2 		$330K Buy
+2,559
New +$316K 0.04% 150

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trek Financial's KMX Position: Q4 2022 in Review

Trek Financial sold out of CarMax (KMX) in Q4 2022, closing a stake of 3,478 shares — an estimated $230K sold.

Trek Financial first reported a position in KMX in Q2 2021 and held it in 6 quarters. The position peaked at $444K in Q4 2021. 657 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

  • Trek Financial reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
  • Trek Financial sold 3,478 CarMax shares in Q4 2022, an estimated $230K.
  • Trek Financial first reported a position in CarMax in Q2 2021 and held it in 6 quarters.
  • Trek Financial's CarMax position peaked at $444K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Trek Financial's 13F filing for Q4 2022, filed 13 Feb 2023.