Bank of New York Mellon
CMAX

Bank of New York Mellon’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Bank of New York Mellon’s Portfolio CMAX Stock Details CMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,607
Closed -$114K – 4393
2023
Q4 		$114K Sell
7,607
-79
-1% -$3.28K ﹤0.01% 4064
2023
Q3 		$489K Buy
7,686
+255
+3% +$17.9K ﹤0.01% 3553
2023
Q2 		$693K Buy
7,431
+1,352
+22% +$119K ﹤0.01% 3419
2023
Q1 		$487K Sell
6,079
-244
-4% -$28.5K ﹤0.01% 3504
2022
Q4 		$692K Buy
6,323
+21
+0.3% +$3.14K ﹤0.01% 3377
2022
Q3 		$1.34M Buy
6,302
+745
+13% +$151K ﹤0.01% 3062
2022
Q2 		$605K Buy
5,557
+4,630
+499% +$794K ﹤0.01% 3472
2022
Q1 		$208K Buy
927
+120
+15% +$24.9K ﹤0.01% 4218
2021
Q4 		$186K Hold
807
– – ﹤0.01% 4294
2021
Q3 		$234K Buy
+807
New +$237K ﹤0.01% 4138

Other funds holding CMAX

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon's CMAX Position: Q1 2024 in Review

Bank of New York Mellon sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2024, closing a stake of 7,607 shares — an estimated $114K sold.

Bank of New York Mellon first reported a position in CMAX in Q3 2021 and held it in 10 quarters. The position peaked at $1.34M in Q3 2022. 42 funds tracked by Wall St. Rank hold CMAX as of Q1 2024.

  • Bank of New York Mellon reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 7,607 CareMax, Inc. Class A Common Stock shares in Q1 2024, an estimated $114K.
  • Bank of New York Mellon first reported a position in CareMax, Inc. Class A Common Stock in Q3 2021 and held it in 10 quarters.
  • Bank of New York Mellon's CareMax, Inc. Class A Common Stock position peaked at $1.34M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.