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

Whittier Trust’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	-167	Closed	-$10.6K	–	1726
2023 Q3	$10.6K	Hold	167	–	–	﹤0.01%	1251
2023 Q2	$15.5K	Hold	167	–	–	﹤0.01%	1178
2023 Q1	$13.3K	Hold	167	–	–	﹤0.01%	1248
2022 Q4	$18.3K	Hold	167	–	–	﹤0.01%	1169
2022 Q3	$35K	Hold	167	–	–	﹤0.01%	1037
2022 Q2	$18K	Hold	167	–	–	﹤0.01%	1203
2022 Q1	$37K	Hold	167	–	–	﹤0.01%	1047
2021 Q4	$38K	Hold	167	–	–	﹤0.01%	1041
2021 Q3	$48K	Buy	167 +134	+406%	+$39.4K	﹤0.01%	946
2021 Q2	$13K	Buy	+33	New	+$13.1K	﹤0.01%	1234

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

Whittier Trust's CMAX Position: Q4 2023 in Review

Whittier Trust sold out of CareMax, Inc. Class A Common Stock (CMAX) in Q4 2023, closing a stake of 167 shares — an estimated $10.6K sold.

Whittier Trust first reported a position in CMAX in Q2 2021 and held it in 10 quarters. The position peaked at $48K in Q3 2021. 58 funds tracked by Wall St. Rank hold CMAX as of Q4 2023.

Whittier Trust reported no remaining CareMax, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 167 CareMax, Inc. Class A Common Stock shares in Q4 2023, an estimated $10.6K.
Whittier Trust first reported a position in CareMax, Inc. Class A Common Stock in Q2 2021 and held it in 10 quarters.
Whittier Trust's CareMax, Inc. Class A Common Stock position peaked at $48K in Q3 2021.
58 funds tracked by Wall St. Rank held CareMax, Inc. Class A Common Stock as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.