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

LPL Financial’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	-1,003	Closed	-$63.8K	–	4977
2023 Q3	$63.8K	Sell	1,003 -63	-6%	-$4.41K	﹤0.01%	4485
2023 Q2	$99.4K	Sell	1,066 -16	-1%	-$1.41K	﹤0.01%	4319
2023 Q1	$86.6K	Buy	1,082 +37	+4%	+$4.32K	﹤0.01%	4231
2022 Q4	$114K	Sell	1,045 -131	-11%	-$19.6K	﹤0.01%	4135
2022 Q3	$250K	Buy	1,176 +93	+9%	+$18.8K	﹤0.01%	3748
2022 Q2	$118K	Buy	+1,083	New	+$186K	﹤0.01%	4095
2022 Q1	–	Sell	-897	Closed	-$207K	–	4498
2021 Q4	$207K	Sell	897 -36	-4%	-$8.56K	﹤0.01%	3963
2021 Q3	$270K	Buy	933 +26	+3%	+$7.65K	﹤0.01%	3739
2021 Q2	$351K	Buy	907 +2	+0.2%	+$794	﹤0.01%	3463
2021 Q1	$329K	Buy	905 +18	+2%	+$7.6K	﹤0.01%	3401
2020 Q4	$415K	Buy	+887	New	+$298K	﹤0.01%	2922

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

LPL Financial's CMAX Position: Q4 2023 in Review

LPL Financial sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 1,003 shares — an estimated $63.8K sold.

LPL Financial first reported a position in CMAX in Q4 2020 and held it in 11 quarters. The position peaked at $415K in Q4 2020. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

LPL Financial reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 1,003 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $63.8K.
LPL Financial first reported a position in CareMax, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
LPL Financial's CareMax, Inc. Class A Common Stock position peaked at $415K in Q4 2020.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

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