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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-46,901
Closed -$329K 1152
2023
Q4
$329K Sell
46,901
-261,080
-85% -$1.83M ﹤0.01% 675
2023
Q3
$2.17M Sell
307,981
-602,621
-66% -$4.24M 0.01% 437
2023
Q2
$5.66M Buy
910,602
+82,869
+10% +$515K 0.02% 255
2023
Q1
$6.3M Buy
827,733
+342,910
+71% +$2.61M 0.03% 201
2022
Q4
$3.88M Buy
484,823
+390,216
+412% +$3.12M 0.03% 254
2022
Q3
$620K Buy
+94,607
New +$620K ﹤0.01% 476