Morgan Stanley’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 | $327M | Buy |
27,700,960
+829,680
| +3% | +$9.8M | 0.02% | 646 |
|
|
2025
Q1 | $343M | Sell |
26,871,280
-11,919,334
| -31% | -$152M | 0.02% | 602 |
|
|
2024
Q4 | $420M | Buy |
38,790,614
+11,143,347
| +40% | +$121M | 0.03% | 537 |
|
|
2024
Q3 | $249M | Buy |
27,647,267
+2,646,972
| +11% | +$23.8M | 0.02% | 716 |
|
|
2024
Q2 | $201M | Buy |
25,000,295
+11,274,391
| +82% | +$90.6M | 0.02% | 807 |
|
|
2024
Q1 | $99.8M | Buy |
13,725,904
+6,271,752
| +84% | +$45.6M | 0.01% | 1198 |
|
|
2023
Q4 | $52.3M | Buy |
7,454,152
+5,032,941
| +208% | +$35.3M | ﹤0.01% | 2402 |
|
|
2023
Q3 | $17M | Buy |
2,421,211
+1,069,054
| +79% | +$7.53M | ﹤0.01% | 2635 |
|
|
2023
Q2 | $8.41M | Sell |
1,352,157
-1,803,527
| -57% | -$11.2M | ﹤0.01% | 3323 |
|
|
2023
Q1 | $24M | Buy |
3,155,684
+1,723,950
| +120% | +$13.1M | ﹤0.01% | 2219 |
|
|
2022
Q4 | $11.5M | Buy |
1,431,734
+743,902
| +108% | +$5.95M | ﹤0.01% | 2942 |
|
|
2022
Q3 | $4.51M | Sell |
687,832
-438,456
| -39% | -$2.87M | ﹤0.01% | 3783 |
|
|
2022
Q2 | $10.2M | Sell |
1,126,288
-1,038,889
| -48% | -$9.41M | ﹤0.01% | 3042 |
|
|
2022
Q1 | $14.4M | Sell |
2,165,177
-888,074
| -29% | -$5.92M | ﹤0.01% | 2461 |
|
|
2021
Q4 | $25.6M | Buy |
3,053,251
+3,011,350
| +7,187% | +$25.2M | ﹤0.01% | 1907 |
|
|
2021
Q3 | $642K | Buy |
41,901
+41,701
| +20,851% | +$639K | ﹤0.01% | 5341 |
|
|
2021
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 7454 |
|