ABS Direct Equity Fund’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
496,480
+395,480
| +392% | +$4.67M | 9.32% | 2 |
|
|
2025
Q1 | $1.29M | Sell |
101,000
-272,700
| -73% | -$3.48M | 1.73% | 20 |
|
|
2024
Q4 | $4.04M | Sell |
373,700
-113,700
| -23% | -$1.23M | 4.69% | 5 |
|
|
2024
Q3 | $4.39M | Buy |
487,400
+130,900
| +37% | +$1.18M | 4.89% | 4 |
|
|
2024
Q2 | $2.87M | Sell |
356,500
-47,500
| -12% | -$382K | 3.22% | 9 |
|
|
2024
Q1 | $2.94M | Buy |
404,000
+139,800
| +53% | +$1.02M | 2.88% | 12 |
|
|
2023
Q4 | $1.85M | Buy |
+264,200
| New | +$1.85M | 1.74% | 23 |
|