Waldron Private Wealth’s CarMax KMX Stock Holding History

Waldron Private Wealth’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
2023 Q4	–	Sell	-2,891	Closed	-$204K	–	426
2023 Q3	$204K	Sell	2,891 -57	-2%	-$4.67K	0.01%	355
2023 Q2	$247K	Buy	+2,948	New	+$216K	0.01%	323

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waldron Private Wealth's KMX Position: Q4 2023 in Review

Waldron Private Wealth sold out of CarMax (KMX) in Q4 2023, closing a stake of 2,891 shares — an estimated $204K sold.

Waldron Private Wealth first reported a position in KMX in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Waldron Private Wealth reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Waldron Private Wealth sold 2,891 CarMax shares in Q4 2023, an estimated $204K.
Waldron Private Wealth first reported a position in CarMax in Q2 2023 and held it in 2 quarters.
Waldron Private Wealth's CarMax position peaked at $247K in Q2 2023.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Waldron Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.