Hel Ved Capital Management’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
Q3
Sell
-382,600
Closed -$3.08M 77
2024
Q2
$3.08M Sell
382,600
-550,400
-59% -$4.68M 0.84% 33
2024
Q1
$6.78M Sell
933,000
-685,426
-42% -$4.57M 1.68% 19
2023
Q4
$11.3M Sell
1,618,426
-573,433
-26% -$4.04M 3.27% 8
2023
Q3
$15.4M Sell
2,191,859
-176,841
-7% -$1.22M 5.1% 7
2023
Q2
$14.7M Buy
2,368,700
+218,000
+10% +$1.41M 5.41% 5
2023
Q1
$16.4M Buy
2,150,700
+1,740,700
+425% +$13.8M 8.12% 4
2022
Q4
$3.28M Buy
+410,000
New +$2.81M 1.85% 10

Other funds holding YMM

Hel Ved Capital Management's YMM Position: Q3 2024 in Review

Hel Ved Capital Management sold out of Full Truck Alliance (YMM) in Q3 2024, closing a stake of 382,600 shares — an estimated $3.08M sold.

Hel Ved Capital Management first reported a position in YMM in Q4 2022 and held it in 7 quarters. The position peaked at $16.4M in Q1 2023. 170 funds tracked by Wall St. Rank hold YMM as of Q3 2024.

  • Hel Ved Capital Management reported no remaining Full Truck Alliance position as of Q3 2024 after selling out during the quarter.
  • Hel Ved Capital Management sold 382,600 Full Truck Alliance shares in Q3 2024, an estimated $3.08M.
  • Hel Ved Capital Management first reported a position in Full Truck Alliance in Q4 2022 and held it in 7 quarters.
  • Hel Ved Capital Management's Full Truck Alliance position peaked at $16.4M in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2024.

Based on Hel Ved Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.