Shell Asset Management’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Shell Asset Management’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 Q2	–	Sell	-1,164	Closed	-$93K	–	1321
2023 Q1	$93K	Sell	1,164 -4	-0.3%	-$467	﹤0.01%	1122
2022 Q4	$128K	Sell	1,168 -237	-17%	-$35.4K	0.01%	1097
2022 Q3	$299K	Buy	1,405 +598	+74%	+$121K	0.01%	834
2022 Q2	$88K	Buy	+807	New	+$138K	﹤0.01%	1307

Other funds holding CMAX

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Shell Asset Management's CMAX Position: Q2 2023 in Review

Shell Asset Management sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q2 2023, closing a stake of 1,164 shares — an estimated $93K sold.

Shell Asset Management first reported a position in CMAX in Q2 2022 and held it in 4 quarters. The position peaked at $299K in Q3 2022. 72 funds tracked by Wall St. Rank hold CMAX as of Q2 2023.

Shell Asset Management reported no remaining CareMax, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Shell Asset Management sold 1,164 CareMax, Inc. Class A Common Stock shares in Q2 2023, an estimated $93K.
Shell Asset Management first reported a position in CareMax, Inc. Class A Common Stock in Q2 2022 and held it in 4 quarters.
Shell Asset Management's CareMax, Inc. Class A Common Stock position peaked at $299K in Q3 2022.
72 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q2 2023.

Based on Shell Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.