Capital Fund Management (CFM)’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
– Sell
-46,901
Closed -$329K – 2325
2023
Q4
$329K Sell
46,901
-261,080
-85% -$1.84M ﹤0.01% 2041
2023
Q3
$2.17M Sell
307,981
-602,621
-66% -$4.16M 0.01% 1319
2023
Q2
$5.66M Buy
910,602
+82,869
+10% +$534K 0.02% 795
2023
Q1
$6.3M Buy
827,733
+342,910
+71% +$2.72M 0.03% 656
2022
Q4
$3.88M Buy
484,823
+390,216
+412% +$2.68M 0.03% 710
2022
Q3
$620K Buy
+94,607
New +$730K ﹤0.01% 1226

Other funds holding YMM

Capital Fund Management (CFM)'s YMM Position: Q1 2024 in Review

Capital Fund Management (CFM) sold out of Full Truck Alliance (YMM) in Q1 2024, closing a stake of 46,901 shares — an estimated $329K sold.

Capital Fund Management (CFM) first reported a position in YMM in Q3 2022 and held it in 6 quarters. The position peaked at $6.3M in Q1 2023. 146 funds tracked by Wall St. Rank hold YMM as of Q1 2024.

  • Capital Fund Management (CFM) reported no remaining Full Truck Alliance position as of Q1 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 46,901 Full Truck Alliance shares in Q1 2024, an estimated $329K.
  • Capital Fund Management (CFM) first reported a position in Full Truck Alliance in Q3 2022 and held it in 6 quarters.
  • Capital Fund Management (CFM)'s Full Truck Alliance position peaked at $6.3M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2024, filed 15 May 2024.