VPIM
CMAX

Vanguard Personalized Indexing Management’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Vanguard Personalized Indexing 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
Q4 		– Sell
-372
Closed -$23.6K – 1660
2023
Q3 		$23.6K Buy
+372
New +$26K ﹤0.01% 1448

Other funds holding CMAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Personalized Indexing Management's CMAX Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 372 shares — an estimated $23.6K sold.

Vanguard Personalized Indexing Management first reported a position in CMAX in Q3 2023 and held it in 1 quarter. The position peaked at $23.6K in Q3 2023. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 372 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $23.6K.
  • Vanguard Personalized Indexing Management first reported a position in CareMax, Inc. Class A Common Stock in Q3 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's CareMax, Inc. Class A Common Stock position peaked at $23.6K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.