Greenwoods Asset Management (HK)’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 | $340M | Buy |
28,794,527
+2,799,386
| +11% | +$33.1M | 11.83% | 3 |
|
|
2025
Q1 | $332M | Sell |
25,995,141
-24,662
| -0.1% | -$315K | 10.28% | 4 |
|
|
2024
Q4 | $282M | Buy |
26,019,803
+1,802,420
| +7% | +$19.5M | 8.89% | 4 |
|
|
2024
Q3 | $218M | Sell |
24,217,383
-2,768,241
| -10% | -$24.9M | 6.93% | 5 |
|
|
2024
Q2 | $217M | Buy |
26,985,624
+11,387,355
| +73% | +$91.6M | 5.72% | 6 |
|
|
2024
Q1 | $113M | Buy |
15,598,269
+5,700,805
| +58% | +$41.4M | 3.52% | 10 |
|
|
2023
Q4 | $69.4M | Hold |
9,897,464
| – | – | 2.48% | 10 |
|
|
2023
Q3 | $69.7M | Hold |
9,897,464
| – | – | 2.73% | 11 |
|
|
2023
Q2 | $61.6M | Buy |
9,897,464
+2,583,121
| +35% | +$16.1M | 2.98% | 10 |
|
|
2023
Q1 | $55.7M | Sell |
7,314,343
-2,239,634
| -23% | -$17M | 3.22% | 13 |
|
|
2022
Q4 | $76.4M | Sell |
9,553,977
-4,010,337
| -30% | -$32.1M | 4.69% | 8 |
|
|
2022
Q3 | $88.8M | Buy |
13,564,314
+736,300
| +6% | +$4.82M | 6.03% | 6 |
|
|
2022
Q2 | $116M | Buy |
12,828,014
+5,744,951
| +81% | +$52M | 5.18% | 9 |
|
|
2022
Q1 | $47.2M | Buy |
7,083,063
+5,688,515
| +408% | +$37.9M | 2.03% | 14 |
|
|
2021
Q4 | $11.7M | Hold |
1,394,548
| – | – | 0.43% | 23 |
|
|
2021
Q3 | $21.4M | Buy |
1,394,548
+1,134,548
| +436% | +$17.4M | 0.86% | 17 |
|
|
2021
Q2 | $5.3M | Buy |
+260,000
| New | +$5.3M | 0.19% | 33 |
|