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Waddell & Reed Financial’s CarMax KMX Stock Holding History

Waddell & Reed 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
2014
Q2 		– Sell
-3,087,433
Closed -$144M – 547
2014
Q1 		$144M Sell
3,087,433
-159,141
-5% -$7.43M 0.22% 121
2013
Q4 		$153M Buy
3,246,574
+96,524
+3% +$4.73M 0.25% 113
2013
Q3 		$153M Sell
3,150,050
-180,150
-5% -$8.81M 0.29% 94
2013
Q2 		$154M Buy
+3,330,200
New +$151M 0.32% 81

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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 $191B AUM 17.5% 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 $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waddell & Reed Financial's KMX Position: Q2 2014 in Review

Waddell & Reed Financial sold out of CarMax (KMX) in Q2 2014, closing a stake of 3,087,433 shares — an estimated $144M sold.

Waddell & Reed Financial first reported a position in KMX in Q2 2013 and held it in 4 quarters. The position peaked at $154M in Q2 2013. 373 funds tracked by Wall St. Rank hold KMX as of Q2 2014.

  • Waddell & Reed Financial reported no remaining CarMax position as of Q2 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 3,087,433 CarMax shares in Q2 2014, an estimated $144M.
  • Waddell & Reed Financial first reported a position in CarMax in Q2 2013 and held it in 4 quarters.
  • Waddell & Reed Financial's CarMax position peaked at $154M in Q2 2013.
  • 373 funds tracked by Wall St. Rank held CarMax as of Q2 2014.

Based on Waddell & Reed Financial's 13F filing for Q2 2014, filed 14 Aug 2014.