Highlander Partners’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 | $17.6M | Hold |
1,488,237
| – | – | 6.75% | 4 |
|
|
2025
Q1 | $19M | Hold |
1,488,237
| – | – | 11.76% | 4 |
|
|
2024
Q4 | $16.1M | Hold |
1,488,237
| – | – | 9.15% | 4 |
|
|
2024
Q3 | $13.4M | Hold |
1,488,237
| – | – | 7.92% | 4 |
|
|
2024
Q2 | $12M | Hold |
1,488,237
| – | – | 7.96% | 4 |
|
|
2024
Q1 | $10.8M | Buy |
1,488,237
+150,000
| +11% | +$1.09M | 7.5% | 4 |
|
|
2023
Q4 | $9.38M | Hold |
1,338,237
| – | – | 7.5% | 4 |
|
|
2023
Q3 | $9.42M | Hold |
1,338,237
| – | – | 9.3% | 4 |
|
|
2023
Q2 | $8.32M | Sell |
1,338,237
-254,563
| -16% | -$1.58M | 9.36% | 4 |
|
|
2023
Q1 | $12.1M | Hold |
1,592,800
| – | – | 16.4% | 2 |
|
|
2022
Q4 | $12.7M | Buy |
1,592,800
+203,800
| +15% | +$1.63M | 17.27% | 1 |
|
|
2022
Q3 | $9.1M | Buy |
1,389,000
+109,200
| +9% | +$715K | 13.54% | 3 |
|
|
2022
Q2 | $11.6M | Buy |
1,279,800
+212,000
| +20% | +$1.92M | 15.26% | 2 |
|
|
2022
Q1 | $7.12M | Buy |
1,067,800
+269,800
| +34% | +$1.8M | 8.93% | 4 |
|
|
2021
Q4 | $6.68M | Buy |
+798,000
| New | +$6.68M | 8.15% | 4 |
|