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UBS’s CarMax KMX Stock Holding History

UBS’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
2014
Q3 		$1.99M Sell
42,894
-12,700
-23% -$650K ﹤0.01% 2915
2014
Q2 		$2.89M Sell
55,594
-5,327
-9% -$242K ﹤0.01% 2514
2014
Q1 		$2.85M Sell
60,921
-14,515
-19% -$678K ﹤0.01% 2419
2013
Q4 		$3.55M Buy
75,436
+11,324
+18% +$555K ﹤0.01% 2211
2013
Q3 		$3.11M Buy
64,112
+1,253
+2% +$61.3K ﹤0.01% 2147
2013
Q2 		$2.9M Buy
+62,859
New +$2.85M ﹤0.01% 2138

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's KMX Position: Q3 2014 in Review

UBS reduced its CarMax (KMX) stake by 23% in Q3 2014, selling an estimated $650K and leaving 42,894 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

UBS first reported a position in KMX in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.55M in Q4 2013. 378 funds tracked by Wall St. Rank hold KMX as of Q3 2014.

  • UBS held 42,894 shares of CarMax worth $1.99M as of Q3 2014.
  • UBS sold 12,700 CarMax shares in Q3 2014, an estimated $650K.
  • CarMax made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2915 holding.
  • UBS first reported a position in CarMax in Q2 2013 and has held it in 6 quarters since.
  • UBS's CarMax position peaked at $3.55M in Q4 2013.
  • 378 funds tracked by Wall St. Rank held CarMax as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.