YWP
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YorkBridge Wealth Partners’s CarMax KMX Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-1,970
Closed -$171K – 440
2019
Q2 		$171K Sell
1,970
-17
-0.9% -$1.33K 0.08% 190
2019
Q1 		$139K Sell
1,987
-97
-5% -$5.98K 0.06% 225
2018
Q4 		$131K Buy
2,084
+41
+2% +$2.71K 0.07% 207
2018
Q3 		$151K Sell
2,043
-45
-2% -$3.43K 0.07% 210
2018
Q2 		$152K Hold
2,088
– – 0.07% 211
2018
Q1 		$127K Sell
2,088
-38
-2% -$2.48K 0.06% 252
2017
Q4 		$138K Sell
2,126
-205
-9% -$14.6K 0.07% 226
2017
Q3 		$177K Hold
2,331
– – 0.09% 189
2017
Q2 		$149K Buy
2,331
+29
+1% +$1.75K 0.08% 200
2017
Q1 		$133K Sell
2,302
-23
-1% -$1.49K 0.07% 208
2016
Q4 		$136K Buy
+2,325
New +$130K 0.08% 197

Other funds holding KMX

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return