MME
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Meag Munich Ergo’s Full Truck Alliance YMM Stock Holding History

Meag Munich Ergo’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
-272,643
Closed -$3.48M – 217
2025
Q1 		$3.48M Buy
272,643
+40,588
+17% +$489K 0.1% 101
2024
Q4 		$2.51M Buy
+232,055
New +$2.26M 0.08% 103

Other funds holding YMM

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Meag Munich Ergo's YMM Position: Q2 2025 in Review

Meag Munich Ergo sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 272,643 shares — an estimated $3.48M sold.

Meag Munich Ergo first reported a position in YMM in Q4 2024 and held it in 2 quarters. The position peaked at $3.48M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

  • Meag Munich Ergo reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
  • Meag Munich Ergo sold 272,643 Full Truck Alliance shares in Q2 2025, an estimated $3.48M.
  • Meag Munich Ergo first reported a position in Full Truck Alliance in Q4 2024 and held it in 2 quarters.
  • Meag Munich Ergo's Full Truck Alliance position peaked at $3.48M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.