Burgundy Asset Management’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 | $12.4M | Buy |
1,053,506
+62,359
| +6% | +$736K | 0.12% | 87 |
|
|
2025
Q1 | $12.7M | Buy |
991,147
+75,447
| +8% | +$963K | 0.13% | 83 |
|
|
2024
Q4 | $9.91M | Buy |
915,700
+859,901
| +1,541% | +$9.3M | 0.1% | 86 |
|
|
2024
Q3 | $503K | Buy |
55,799
+20,494
| +58% | +$185K | 0.01% | 99 |
|
|
2024
Q2 | $284K | Buy |
+35,305
| New | +$284K | ﹤0.01% | 101 |
|
|
2021
Q3 | – | Sell |
-72,043
| Closed | -$1.47M | – | 118 |
|
|
2021
Q2 | $1.47M | Buy |
+72,043
| New | +$1.47M | 0.01% | 94 |
|