JFG
CMAX

Jefferies Financial Group’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Jefferies Financial Group’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
-2,366
Closed -$150K – 2106
2023
Q3 		$150K Buy
+2,366
New +$166K ﹤0.01% 1394

Other funds holding CMAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Financial Group's CMAX Position: Q4 2023 in Review

Jefferies Financial Group sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 2,366 shares — an estimated $150K sold.

Jefferies Financial Group first reported a position in CMAX in Q3 2023 and held it in 1 quarter. The position peaked at $150K in Q3 2023. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

  • Jefferies Financial Group reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 2,366 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $150K.
  • Jefferies Financial Group first reported a position in CareMax, Inc. Class A Common Stock in Q3 2023 and held it in 1 quarter.
  • Jefferies Financial Group's CareMax, Inc. Class A Common Stock position peaked at $150K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.