Washington Trust’s CarMax KMX Stock Holding History

Washington Trust’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	-319	Closed	-$22.6K	–	905
2023 Q3	$22.6K	Buy	319 +2	+0.6%	+$164	﹤0.01%	520
2023 Q2	$26.5K	Sell	317 -5	-2%	-$366	﹤0.01%	522
2023 Q1	$20.7K	Sell	322 -272	-46%	-$18.2K	﹤0.01%	554
2022 Q4	$36.2K	Sell	594 -377	-39%	-$24.2K	﹤0.01%	451
2022 Q3	$64K	Buy	971 +397	+69%	+$36.3K	﹤0.01%	355
2022 Q2	$52K	Sell	574 -8	-1%	-$752	﹤0.01%	400
2022 Q1	$57K	Buy	582 +6	+1%	+$645	﹤0.01%	417
2021 Q4	$75K	Sell	576 -41	-7%	-$5.74K	﹤0.01%	374
2021 Q3	$79K	Sell	617 -3	-0.5%	-$399	﹤0.01%	443
2021 Q2	$80K	Hold	620	–	–	﹤0.01%	440
2021 Q1	$82K	Hold	620	–	–	﹤0.01%	423
2020 Q4	$58K	Sell	620 -4	-0.6%	-$375	﹤0.01%	463
2020 Q3	$58K	Hold	624	–	–	﹤0.01%	420
2020 Q2	$55K	Hold	624	–	–	﹤0.01%	381
2020 Q1	$34K	Buy	+624	New	+$52.8K	﹤0.01%	448
2018 Q3	–	Sell	-642	Closed	-$47K	–	538
2018 Q2	$47K	Buy	+642	New	+$42.9K	﹤0.01%	427

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

Washington Trust's KMX Position: Q4 2023 in Review

Washington Trust sold out of CarMax (KMX) in Q4 2023, closing a stake of 319 shares — an estimated $22.6K sold.

Washington Trust first reported a position in KMX in Q2 2018 and held it in 16 quarters. The position peaked at $82K in Q1 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Washington Trust reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 319 CarMax shares in Q4 2023, an estimated $22.6K.
Washington Trust first reported a position in CarMax in Q2 2018 and held it in 16 quarters.
Washington Trust's CarMax position peaked at $82K in Q1 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.