Morgan Stanley
CMAX

Morgan Stanley’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Morgan Stanley’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
2024
Q4 		– Sell
-353,478
Closed -$601K – 8262
2024
Q3 		$601K Sell
353,478
-779
-0.2% -$2.37K ﹤0.01% 5314
2024
Q2 		$988K Buy
354,257
+6,510
+2% +$20.3K ﹤0.01% 4965
2024
Q1 		$1.68M Sell
347,747
-363,183
-51% -$3.05M ﹤0.01% 4682
2023
Q4 		$10.6M Buy
710,930
+358,286
+102% +$14.9M ﹤0.01% 3864
2023
Q3 		$22.4M Sell
352,644
-49
-0% -$3.43K ﹤0.01% 2330
2023
Q2 		$32.9M Buy
352,693
+80,496
+30% +$7.09M ﹤0.01% 1972
2023
Q1 		$21.8M Buy
272,197
+200,474
+280% +$23.4M ﹤0.01% 2328
2022
Q4 		$7.85M Buy
71,723
+57,511
+405% +$8.6M ﹤0.01% 3307
2022
Q3 		$3.02M Buy
14,212
+9,767
+220% +$1.97M ﹤0.01% 4107
2022
Q2 		$485K Buy
4,445
+3,975
+846% +$682K ﹤0.01% 5440
2022
Q1 		$104K Buy
470
+180
+62% +$37.3K ﹤0.01% 6283
2021
Q4 		$67K Buy
290
+65
+29% +$15.5K ﹤0.01% 6666
2021
Q3 		$65K Buy
225
+184
+449% +$54.1K ﹤0.01% 6601
2021
Q2 		$16K Buy
+41
New +$16.3K ﹤0.01% 7088

Other funds holding CMAX

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley's CMAX Position: Q4 2024 in Review

Morgan Stanley sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2024, closing a stake of 353,478 shares — an estimated $601K sold.

Morgan Stanley first reported a position in CMAX in Q2 2021 and held it in 14 quarters. The position peaked at $32.9M in Q2 2023. 4 funds tracked by Wall St. Rank hold CMAX as of Q4 2024.

  • Morgan Stanley reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 353,478 CareMax, Inc. Class A Common Stock shares in Q4 2024, an estimated $601K.
  • Morgan Stanley first reported a position in CareMax, Inc. Class A Common Stock in Q2 2021 and held it in 14 quarters.
  • Morgan Stanley's CareMax, Inc. Class A Common Stock position peaked at $32.9M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.