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USA Financial Formulas’s CarMax KMX Stock Holding History

USA Financial Formulas’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
2020
Q1 		– Sell
-27,704
Closed -$2.43M – 273
2019
Q4 		$2.43M Buy
27,704
+27,699
+553,980% +$2.61M 1.01% 52
2019
Q3 		$0 Buy
+5
New +$429 ﹤0.01% 238
2019
Q1 		– Sell
-21
Closed -$2K – 234
2018
Q4 		$2K Buy
+21
New +$1.39K ﹤0.01% 291
2015
Q3 		– Sell
-24,923
Closed -$1.65M – 153
2015
Q2 		$1.65M Buy
+24,923
New +$1.78M 0.51% 65

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

USA Financial Formulas's KMX Position: Q1 2020 in Review

USA Financial Formulas sold out of CarMax (KMX) in Q1 2020, closing a stake of 27,704 shares — an estimated $2.43M sold.

USA Financial Formulas first reported a position in KMX in Q2 2015 and held it in 4 quarters. The position peaked at $2.43M in Q4 2019. 559 funds tracked by Wall St. Rank hold KMX as of Q1 2020.

  • USA Financial Formulas reported no remaining CarMax position as of Q1 2020 after selling out during the quarter.
  • USA Financial Formulas sold 27,704 CarMax shares in Q1 2020, an estimated $2.43M.
  • USA Financial Formulas first reported a position in CarMax in Q2 2015 and held it in 4 quarters.
  • USA Financial Formulas's CarMax position peaked at $2.43M in Q4 2019.
  • 559 funds tracked by Wall St. Rank held CarMax as of Q1 2020.

Based on USA Financial Formulas's 13F filing for Q1 2020, filed 13 Apr 2020.