L.J. Altfest & Co’s Full Truck Alliance YMM Stock Holding History

L.J. Altfest & Co’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,905	Closed	-$369K	–	372
2025 Q1	$369K	Buy	+28,905	New	+$348K	0.05%	246
2024 Q4	–	Sell	-67,290	Closed	-$606K	–	374
2024 Q3	$606K	Buy	+67,290	New	+$516K	0.08%	188

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

L.J. Altfest & Co's YMM Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 28,905 shares — an estimated $369K sold.

L.J. Altfest & Co first reported a position in YMM in Q3 2024 and held it in 2 quarters. The position peaked at $606K in Q3 2024. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

L.J. Altfest & Co reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 28,905 Full Truck Alliance shares in Q2 2025, an estimated $369K.
L.J. Altfest & Co first reported a position in Full Truck Alliance in Q3 2024 and held it in 2 quarters.
L.J. Altfest & Co's Full Truck Alliance position peaked at $606K in Q3 2024.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.