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Waratah Capital Advisors’s CarMax KMX Stock Holding History

Waratah Capital Advisors’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
Q1 		– Sell
-9,778
Closed -$595K – 200
2022
Q4 		$595K Buy
+9,778
New +$628K 0.01% 163
2020
Q4 		– Sell
-4,893
Closed -$450K – 235
2020
Q3 		$450K Buy
+4,893
New +$489K 0.05% 116

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Waratah Capital Advisors's KMX Position: Q1 2023 in Review

Waratah Capital Advisors sold out of CarMax (KMX) in Q1 2023, closing a stake of 9,778 shares — an estimated $595K sold.

Waratah Capital Advisors first reported a position in KMX in Q3 2020 and held it in 2 quarters. The position peaked at $595K in Q4 2022. 671 funds tracked by Wall St. Rank hold KMX as of Q1 2023.

  • Waratah Capital Advisors reported no remaining CarMax position as of Q1 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 9,778 CarMax shares in Q1 2023, an estimated $595K.
  • Waratah Capital Advisors first reported a position in CarMax in Q3 2020 and held it in 2 quarters.
  • Waratah Capital Advisors's CarMax position peaked at $595K in Q4 2022.
  • 671 funds tracked by Wall St. Rank held CarMax as of Q1 2023.

Based on Waratah Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.