Osaic Holdings’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Osaic Holdings’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	-41	Closed	-$2.59K	–	7652
2023 Q3	$2.59K	Buy	41 +10	+32%	+$700	﹤0.01%	6534
2023 Q2	$2.85K	Sell	31 -18	-37%	-$1.59K	﹤0.01%	6538
2023 Q1	$3.95K	Buy	49 +1	+2%	+$117	﹤0.01%	6445
2022 Q4	$5K	Sell	48 -6	-11%	-$897	﹤0.01%	6344
2022 Q3	$11K	Buy	54 +12	+29%	+$2.42K	﹤0.01%	5996
2022 Q2	$5K	Buy	+42	New	+$7.2K	﹤0.01%	6550
2022 Q1	–	Sell	-1	Closed	–	–	7848
2021 Q4	$0	Hold	1	–	–	﹤0.01%	7886
2021 Q3	$0	Buy	+1	New	+$294	﹤0.01%	7571

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

Osaic Holdings's CMAX Position: Q4 2023 in Review

Osaic Holdings sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 41 shares — an estimated $2.59K sold.

Osaic Holdings first reported a position in CMAX in Q3 2021 and held it in 8 quarters. The position peaked at $11K in Q3 2022. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

Osaic Holdings reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Osaic Holdings sold 41 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $2.59K.
Osaic Holdings first reported a position in CareMax, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
Osaic Holdings's CareMax, Inc. Class A Common Stock position peaked at $11K in Q3 2022.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.