Principal Financial Group
CMAX

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

Principal Financial Group’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
Q1 		– Sell
-369
Closed -$5.51K – 2540
2023
Q4 		$5.51K Hold
369
– – ﹤0.01% 2415
2023
Q3 		$23.4K Buy
+369
New +$25.8K ﹤0.01% 2407

Other funds holding CMAX

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's CMAX Position: Q1 2024 in Review

Principal Financial Group sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2024, closing a stake of 369 shares — an estimated $5.51K sold.

Principal Financial Group first reported a position in CMAX in Q3 2023 and held it in 2 quarters. The position peaked at $23.4K in Q3 2023. 42 funds tracked by Wall St. Rank hold CMAX as of Q1 2024.

  • Principal Financial Group reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 369 CareMax, Inc. Class A Common Stock shares in Q1 2024, an estimated $5.51K.
  • Principal Financial Group first reported a position in CareMax, Inc. Class A Common Stock in Q3 2023 and held it in 2 quarters.
  • Principal Financial Group's CareMax, Inc. Class A Common Stock position peaked at $23.4K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.