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XML Financial’s CarMax KMX Stock Holding History

XML 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
2023
Q4 		– Sell
-6,263
Closed -$443K – 336
2023
Q3 		$443K Buy
6,263
+25
+0.4% +$2.05K 0.05% 216
2023
Q2 		$522K Buy
6,238
+270
+5% +$19.8K 0.06% 211
2023
Q1 		$372K Buy
5,968
+1,160
+24% +$77.6K 0.05% 242
2022
Q4 		$293K Sell
4,808
-2,025
-30% -$130K 0.04% 265
2022
Q3 		$451K Buy
6,833
+50
+0.7% +$4.57K 0.06% 203
2022
Q2 		$614K Buy
6,783
+125
+2% +$11.8K 0.14% 127
2022
Q1 		$642K Buy
6,658
+2,130
+47% +$229K 0.08% 185
2021
Q4 		$590K Hold
4,528
– – 0.07% 190
2021
Q3 		$579K Buy
4,528
+370
+9% +$49.2K 0.08% 185
2021
Q2 		$537K Buy
4,158
+110
+3% +$13.6K 0.12% 134
2021
Q1 		$537K Sell
4,048
-2,565
-39% -$312K 0.13% 128
2020
Q4 		$625K Buy
6,613
+1,325
+25% +$124K 0.16% 111
2020
Q3 		$486K Sell
5,288
-445
-8% -$44.5K 0.15% 111
2020
Q2 		$513K Buy
5,733
+861
+18% +$67.5K 0.18% 100
2020
Q1 		$262K Buy
4,872
+143
+3% +$12.1K 0.11% 138
2019
Q4 		$415K Buy
+4,729
New +$445K 0.15% 114

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
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
Norges Bank Oslo, Norway $1T AUM

XML Financial's KMX Position: Q4 2023 in Review

XML Financial sold out of CarMax (KMX) in Q4 2023, closing a stake of 6,263 shares — an estimated $443K sold.

XML Financial first reported a position in KMX in Q4 2019 and held it in 16 quarters. The position peaked at $642K in Q1 2022. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

  • XML Financial reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
  • XML Financial sold 6,263 CarMax shares in Q4 2023, an estimated $443K.
  • XML Financial first reported a position in CarMax in Q4 2019 and held it in 16 quarters.
  • XML Financial's CarMax position peaked at $642K in Q1 2022.
  • 705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on XML Financial's 13F filing for Q4 2023, filed 14 Feb 2024.