Matthews International Capital Management’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 | $35.2M | Sell |
2,979,832
-593,743
| -17% | -$7.01M | 8.09% | 4 |
|
|
2025
Q1 | $45.6M | Buy |
3,573,575
+284,533
| +9% | +$3.63M | 9.42% | 3 |
|
|
2024
Q4 | $35.6M | Sell |
3,289,042
-3,223,629
| -49% | -$34.9M | 7.27% | 6 |
|
|
2024
Q3 | $58.7M | Sell |
6,512,671
-424,098
| -6% | -$3.82M | 9.66% | 3 |
|
|
2024
Q2 | $55.8M | Sell |
6,936,769
-52,525
| -0.8% | -$422K | 12.14% | 2 |
|
|
2024
Q1 | $50.8M | Sell |
6,989,294
-1,981,589
| -22% | -$14.4M | 10.01% | 1 |
|
|
2023
Q4 | $62.9M | Sell |
8,970,883
-148,646
| -2% | -$1.04M | 8.84% | 4 |
|
|
2023
Q3 | $64.2M | Buy |
9,119,529
+2,629,125
| +41% | +$18.5M | 7.77% | 5 |
|
|
2023
Q2 | $40.4M | Buy |
6,490,404
+1,303,158
| +25% | +$8.11M | 4.73% | 6 |
|
|
2023
Q1 | $39.5M | Buy |
5,187,246
+764,055
| +17% | +$5.81M | 3.94% | 6 |
|
|
2022
Q4 | $35.4M | Buy |
4,423,191
+2,439,468
| +123% | +$19.5M | 4.18% | 6 |
|
|
2022
Q3 | $13M | Buy |
1,983,723
+241,160
| +14% | +$1.58M | 1.89% | 12 |
|
|
2022
Q2 | $15.8M | Buy |
1,742,563
+504,300
| +41% | +$4.57M | 2.27% | 13 |
|
|
2022
Q1 | $8.26M | Buy |
1,238,263
+703,763
| +132% | +$4.69M | 1.14% | 17 |
|
|
2021
Q4 | $4.47M | Buy |
534,500
+363,300
| +212% | +$3.04M | 0.47% | 22 |
|
|
2021
Q3 | $2.62M | Sell |
171,200
-56,600
| -25% | -$868K | 0.16% | 30 |
|
|
2021
Q2 | $4.64M | Buy |
+227,800
| New | +$4.64M | 0.19% | 35 |
|