IAMH
IvyRock Asset Management (HK)’s Full Truck Alliance YMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,023,100
| Closed | -$11.1M | – | 24 |
|
|
2024
Q4 | $11.1M | Sell |
1,023,100
-392,100
| -28% | -$4.24M | 4.89% | 6 |
|
|
2024
Q3 | $12.8M | Sell |
1,415,200
-1,427,900
| -50% | -$12.9M | 5.59% | 5 |
|
|
2024
Q2 | $22.9M | Hold |
2,843,100
| – | – | 9.74% | 3 |
|
|
2024
Q1 | $20.7M | Sell |
2,843,100
-300,000
| -10% | -$2.18M | 9.61% | 4 |
|
|
2023
Q4 | $22M | Hold |
3,143,100
| – | – | 10.98% | 3 |
|
|
2023
Q3 | $22.1M | Buy |
3,143,100
+2,260,100
| +256% | +$15.9M | 11.55% | 3 |
|
|
2023
Q2 | $5.49M | Buy |
883,000
+220,000
| +33% | +$1.37M | 3.19% | 6 |
|
|
2023
Q1 | $5.05M | Buy |
+663,000
| New | +$5.05M | 2.58% | 9 |
|