Carmignac Gestion’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 |
-3,912,495
| Closed | -$27.4M | – | 155 |
|
|
2023
Q4 | $27.4M | Sell |
3,912,495
-775,876
| -17% | -$5.44M | 0.46% | 43 |
|
|
2023
Q3 | $32.9M | Sell |
4,688,371
-38,680
| -0.8% | -$272K | 0.6% | 36 |
|
|
2023
Q2 | $29.4M | Sell |
4,727,051
-513,674
| -10% | -$3.19M | 0.51% | 42 |
|
|
2023
Q1 | $39.9M | Buy |
5,240,725
+1,494,014
| +40% | +$11.4M | 0.66% | 40 |
|
|
2022
Q4 | $30M | Buy |
3,746,711
+247,458
| +7% | +$1.98M | 0.54% | 44 |
|
|
2022
Q3 | $22.9M | Buy |
3,499,253
+474,849
| +16% | +$3.11M | 0.49% | 37 |
|
|
2022
Q2 | $27.3M | Buy |
+3,024,404
| New | +$27.3M | 0.58% | 35 |
|
|
2021
Q3 | – | Sell |
-1,058,381
| Closed | -$21.3M | – | 138 |
|
|
2021
Q2 | $21.3M | Buy |
+1,058,381
| New | +$21.3M | 0.25% | 50 |
|