Global Retirement Partners’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Global Retirement Partners’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	-4	Closed	-$284	–	3527
2023 Q3	$284	Hold	4	–	–	﹤0.01%	3072
2023 Q2	$395	Hold	4	–	–	﹤0.01%	2998
2023 Q1	$319	Hold	4	–	–	﹤0.01%	3020
2022 Q4	$464	Hold	4	–	–	﹤0.01%	2777
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	2658
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2966
2022 Q1	$1K	Buy	+4	New	+$830	﹤0.01%	2606
2021 Q4	–	Sell	-59	Closed	-$17K	–	2037
2021 Q3	$17K	Hold	59	–	–	﹤0.01%	1265
2021 Q2	$23K	Hold	59	–	–	﹤0.01%	1153
2021 Q1	$21K	Buy	59 +8	+16%	+$3.38K	﹤0.01%	1099
2020 Q4	$24K	Buy	+51	New	+$17.1K	﹤0.01%	980

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

Global Retirement Partners's CMAX Position: Q4 2023 in Review

Global Retirement Partners sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 4 shares — an estimated $284 sold.

Global Retirement Partners first reported a position in CMAX in Q4 2020 and held it in 11 quarters. The position peaked at $24K in Q4 2020. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

Global Retirement Partners reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 4 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $284.
Global Retirement Partners first reported a position in CareMax, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
Global Retirement Partners's CareMax, Inc. Class A Common Stock position peaked at $24K in Q4 2020.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.