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

Ellevest Inc’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 Q1	–	Sell	-1	Closed	-$66	–	2134
2022 Q4	$66	Buy	+1	New	+$149	﹤0.01%	1780
2022 Q3	–	Hold	0	–	–	–	1986

Other funds holding CMAX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's CMAX Position: Q1 2023 in Review

Ellevest Inc sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2023, closing a stake of 1 share — an estimated $66 sold.

Ellevest Inc first reported a position in CMAX in Q4 2022 and held it in 1 quarter. The position peaked at $66 in Q4 2022. 86 funds tracked by Wall St. Rank hold CMAX as of Q1 2023.

Ellevest Inc reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 1 CareMax, Inc. Class A Common Stock share in Q1 2023, an estimated $66.
Ellevest Inc first reported a position in CareMax, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
Ellevest Inc's CareMax, Inc. Class A Common Stock position peaked at $66 in Q4 2022.
86 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.