Lake Street Private Wealth’s Cano Health, Inc. CANO Stock Holding History

Lake Street Private Wealth’s Portfolio CANO Stock Details CANO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,750	Closed	-$49.4K	–	320
2023 Q3	$49.4K	Buy	1,750 +1,150	+192%	+$94.5K	0.01%	276
2023 Q2	$83.4K	Sell	600 -10	-2%	-$1.28K	0.01%	276
2023 Q1	$55.5K	Buy	610 +110	+22%	+$14.9K	0.01%	276
2022 Q4	$68.5K	Buy	+500	New	+$169K	0.01%	272

Other funds holding CANO

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

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

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

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lake Street Private Wealth's CANO Position: Q4 2023 in Review

Lake Street Private Wealth sold out of Cano Health, Inc. (CANO) in Q4 2023, closing a stake of 1,750 shares — an estimated $49.4K sold.

Lake Street Private Wealth first reported a position in CANO in Q4 2022 and held it in 4 quarters. The position peaked at $83.4K in Q2 2023. 50 funds tracked by Wall St. Rank hold CANO as of Q4 2023.

Lake Street Private Wealth reported no remaining Cano Health, Inc. position as of Q4 2023 after selling out during the quarter.
Lake Street Private Wealth sold 1,750 Cano Health, Inc. shares in Q4 2023, an estimated $49.4K.
Lake Street Private Wealth first reported a position in Cano Health, Inc. in Q4 2022 and held it in 4 quarters.
Lake Street Private Wealth's Cano Health, Inc. position peaked at $83.4K in Q2 2023.
50 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q4 2023.

Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.