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

Lindbrook Capital’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 Q3	–	Sell	-18	Closed	-$1.69K	–	2881
2023 Q2	$1.69K	Sell	18 -7	-28%	-$617	﹤0.01%	2215
2023 Q1	$2.01K	Buy	25 +12	+92%	+$1.4K	﹤0.01%	2244
2022 Q4	$1.43K	Buy	13 +6	+86%	+$897	﹤0.01%	2373
2022 Q3	$2K	Buy	+7	New	+$1.41K	﹤0.01%	2201

Other funds holding CMAX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lindbrook Capital's CMAX Position: Q3 2023 in Review

Lindbrook Capital sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q3 2023, closing a stake of 18 shares — an estimated $1.69K sold.

Lindbrook Capital first reported a position in CMAX in Q3 2022 and held it in 4 quarters. The position peaked at $2.01K in Q1 2023. 71 funds tracked by Wall St. Rank hold CMAX as of Q3 2023.

Lindbrook Capital reported no remaining CareMax, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Lindbrook Capital sold 18 CareMax, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.69K.
Lindbrook Capital first reported a position in CareMax, Inc. Class A Common Stock in Q3 2022 and held it in 4 quarters.
Lindbrook Capital's CareMax, Inc. Class A Common Stock position peaked at $2.01K in Q1 2023.
71 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.