WMS Partners’s CarMax KMX Stock Holding History

WMS Partners’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
2022 Q1	–	Sell	-5,785	Closed	-$753K	–	291
2021 Q4	$753K	Buy	5,785 +1,355	+31%	+$190K	0.16%	94
2021 Q3	$567K	Buy	4,430 +1,076	+32%	+$143K	0.08%	134
2021 Q2	$433K	Sell	3,354 -281	-8%	-$34.7K	0.06%	158
2021 Q1	$482K	Sell	3,635 -517	-12%	-$62.9K	0.11%	131
2020 Q4	$392K	Buy	4,152 +648	+18%	+$60.8K	0.07%	156
2020 Q3	$322K	Buy	3,504 +29	+0.8%	+$2.9K	0.06%	164
2020 Q2	$311K	Sell	3,475 -388	-10%	-$30.4K	0.06%	159
2020 Q1	$208K	Hold	3,863	–	–	0.06%	174
2019 Q4	$339K	Sell	3,863 -21	-0.5%	-$1.98K	0.08%	165
2019 Q3	$342K	Buy	3,884 +714	+23%	+$61.3K	0.08%	160
2019 Q2	$275K	Buy	+3,170	New	+$248K	0.07%	169
2018 Q4	–	Sell	-2,800	Closed	-$209K	–	203
2018 Q3	$209K	Sell	2,800 -325	-10%	-$24.8K	0.02%	210
2018 Q2	$228K	Buy	+3,125	New	+$209K	0.03%	197
2018 Q1	–	Sell	-3,125	Closed	-$200K	–	230
2017 Q4	$200K	Buy	+3,125	New	+$223K	0.02%	228
2015 Q3	–	Sell	-14,051	Closed	-$930K	–	233
2015 Q2	$930K	Buy	+14,051	New	+$1M	0.11%	124
2014 Q3	–	Sell	-4,000	Closed	-$208K	–	242
2014 Q2	$208K	Buy	+4,000	New	+$182K	0.03%	232

Other funds holding KMX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group

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