Wellington Management Group’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History

Wellington Management 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 Q1	–	Sell	-24,835	Closed	-$2.72M	–	2165
2022 Q4	$2.72M	Sell	24,835 -105	-0.4%	-$15.7K	﹤0.01%	1432
2022 Q3	$5.3M	Sell	24,940 -663	-3%	-$134K	﹤0.01%	1263
2022 Q2	$2.79M	Hold	25,603	–	–	﹤0.01%	1475
2022 Q1	$5.74M	Hold	25,603	–	–	﹤0.01%	1360
2021 Q4	$5.9M	Sell	25,603 -7,200	-22%	-$1.71M	﹤0.01%	1423
2021 Q3	$9.51M	Sell	32,803 -530	-2%	-$156K	﹤0.01%	1303
2021 Q2	$12.3M	Buy	+33,333	New	+$13.2M	﹤0.01%	1215

Other funds holding CMAX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Wellington Management Group's CMAX Position: Q1 2023 in Review

Wellington Management Group sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q1 2023, closing a stake of 24,835 shares — an estimated $2.72M sold.

Wellington Management Group first reported a position in CMAX in Q2 2021 and held it in 7 quarters. The position peaked at $12.3M in Q2 2021. 86 funds tracked by Wall St. Rank hold CMAX as of Q1 2023.

Wellington Management Group reported no remaining CareMax, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Wellington Management Group sold 24,835 CareMax, Inc. Class A Common Stock shares in Q1 2023, an estimated $2.72M.
Wellington Management Group first reported a position in CareMax, Inc. Class A Common Stock in Q2 2021 and held it in 7 quarters.
Wellington Management Group's CareMax, Inc. Class A Common Stock position peaked at $12.3M in Q2 2021.
86 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.