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UBS O'Connor’s CarMax KMX Stock Holding History

UBS O'Connor’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
2018
Q1 		– Sell
-500,000
Closed -$32.1M – 338
2017
Q4 		$32.1M Sell
500,000
-233,637
-32% -$16.7M 0.57% 39
2017
Q3 		$55.6M Buy
733,637
+33,637
+5% +$2.24M 0.81% 26
2017
Q2 		$44.1M Buy
+700,000
New +$42.3M 0.72% 26
2014
Q4 		– Sell
-183,647
Closed -$8.53M – 677
2014
Q3 		$8.53M Buy
+183,647
New +$9.41M 0.15% 171

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return

UBS O'Connor's KMX Position: Q1 2018 in Review

UBS O'Connor sold out of CarMax (KMX) in Q1 2018, closing a stake of 500,000 shares — an estimated $32.1M sold.

UBS O'Connor first reported a position in KMX in Q3 2014 and held it in 4 quarters. The position peaked at $55.6M in Q3 2017. 510 funds tracked by Wall St. Rank hold KMX as of Q1 2018.

  • UBS O'Connor reported no remaining CarMax position as of Q1 2018 after selling out during the quarter.
  • UBS O'Connor sold 500,000 CarMax shares in Q1 2018, an estimated $32.1M.
  • UBS O'Connor first reported a position in CarMax in Q3 2014 and held it in 4 quarters.
  • UBS O'Connor's CarMax position peaked at $55.6M in Q3 2017.
  • 510 funds tracked by Wall St. Rank held CarMax as of Q1 2018.

Based on UBS O'Connor's 13F filing for Q1 2018, filed 14 May 2018.