ClearBridge Investments’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

ClearBridge Investments’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
2023 Q4	–	Sell	-41,570	Closed	-$2.64M	–	773
2023 Q3	$2.64M	Sell	41,570 -12,369	-23%	-$866K	﹤0.01%	573
2023 Q2	$5.03M	Sell	53,939 -298	-0.5%	-$26.3K	﹤0.01%	555
2023 Q1	$4.34M	Buy	54,237 +181	+0.3%	+$21.1K	﹤0.01%	558
2022 Q4	$5.92M	Sell	54,056 -75	-0.1%	-$11.2K	0.01%	552
2022 Q3	$11.5M	Buy	54,131 +1,368	+3%	+$276K	0.01%	503
2022 Q2	$5.75M	Buy	52,763 +6,489	+14%	+$1.11M	0.01%	564
2022 Q1	$10.4M	Buy	46,274 +534	+1%	+$111K	0.01%	557
2021 Q4	$10.5M	Buy	45,740 +8,909	+24%	+$2.12M	0.01%	567
2021 Q3	$10.7M	Buy	36,831 +35,930	+3,988%	+$10.6M	0.01%	569
2021 Q2	$349K	Buy	901 +17	+2%	+$6.75K	﹤0.01%	789
2021 Q1	$322K	Buy	884 +72	+9%	+$30.4K	﹤0.01%	778
2020 Q4	$380K	Buy	+812	New	+$273K	﹤0.01%	756

Other funds holding CMAX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

ClearBridge Investments's CMAX Position: Q4 2023 in Review

ClearBridge Investments sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 41,570 shares — an estimated $2.64M sold.

ClearBridge Investments first reported a position in CMAX in Q4 2020 and held it in 12 quarters. The position peaked at $11.5M in Q3 2022. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

ClearBridge Investments reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
ClearBridge Investments sold 41,570 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $2.64M.
ClearBridge Investments first reported a position in CareMax, Inc. Class A Common Stock in Q4 2020 and held it in 12 quarters.
ClearBridge Investments's CareMax, Inc. Class A Common Stock position peaked at $11.5M in Q3 2022.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on ClearBridge Investments's 13F filing for Q4 2023, filed 9 Feb 2024.