Private Trust Company’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Private Trust Company’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	-18	Closed	-$1.13K	–	2477
2023 Q3	$1.13K	Hold	18	–	–	﹤0.01%	2195
2023 Q2	$1.65K	Hold	18	–	–	﹤0.01%	2132
2023 Q1	$1.42K	Sell	18 -5	-22%	-$584	﹤0.01%	2120
2022 Q4	$3K	Buy	+23	New	+$3.44K	﹤0.01%	1984
2022 Q3	–	Sell	-27	Closed	-$3K	–	2261
2022 Q2	$3K	Buy	+27	New	+$4.63K	﹤0.01%	1927

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

Private Trust Company's CMAX Position: Q4 2023 in Review

Private Trust Company sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 18 shares — an estimated $1.13K sold.

Private Trust Company first reported a position in CMAX in Q2 2022 and held it in 5 quarters. The position peaked at $3K in Q4 2022. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

Private Trust Company reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Private Trust Company sold 18 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $1.13K.
Private Trust Company first reported a position in CareMax, Inc. Class A Common Stock in Q2 2022 and held it in 5 quarters.
Private Trust Company's CareMax, Inc. Class A Common Stock position peaked at $3K in Q4 2022.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.