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

SVB 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
2023 Q4	–	Sell	-10,000	Closed	-$636K	–	23
2023 Q3	$636K	Hold	10,000	–	–	1.2%	9
2023 Q2	$933K	Hold	10,000	–	–	1.76%	7
2023 Q1	$801K	Hold	10,000	–	–	1.53%	9
2022 Q4	$1.09M	Buy	+10,000	New	+$1.49M	2.99%	7

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

SVB Financial Group's CMAX Position: Q4 2023 in Review

SVB Financial Group sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 10,000 shares — an estimated $636K sold.

SVB Financial Group first reported a position in CMAX in Q4 2022 and held it in 4 quarters. The position peaked at $1.09M in Q4 2022. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

SVB Financial Group reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
SVB Financial Group sold 10,000 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $636K.
SVB Financial Group first reported a position in CareMax, Inc. Class A Common Stock in Q4 2022 and held it in 4 quarters.
SVB Financial Group's CareMax, Inc. Class A Common Stock position peaked at $1.09M in Q4 2022.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on SVB Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.