Neumann Advisory (HK)’s Full Truck Alliance YMM Stock Holding History

Neumann Advisory (HK)’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
2022 Q4	–	Sell	-7,338	Closed	-$48K	–	16
2022 Q3	$48K	Hold	7,338	–	–	0.02%	16
2022 Q2	$67K	Hold	7,338	–	–	0.02%	16
2022 Q1	$49K	Sell	7,338 -3,692	-33%	-$29.9K	0.01%	16
2021 Q4	$92K	Sell	11,030 -38,970	-78%	-$515K	0.02%	16
2021 Q3	$767K	Buy	+50,000	New	+$736K	0.14%	14

Other funds holding YMM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Neumann Advisory (HK)'s YMM Position: Q4 2022 in Review

Neumann Advisory (HK) sold out of Full Truck Alliance (YMM) in Q4 2022, closing a stake of 7,338 shares — an estimated $48K sold.

Neumann Advisory (HK) first reported a position in YMM in Q3 2021 and held it in 5 quarters. The position peaked at $767K in Q3 2021. 126 funds tracked by Wall St. Rank hold YMM as of Q4 2022.

Neumann Advisory (HK) reported no remaining Full Truck Alliance position as of Q4 2022 after selling out during the quarter.
Neumann Advisory (HK) sold 7,338 Full Truck Alliance shares in Q4 2022, an estimated $48K.
Neumann Advisory (HK) first reported a position in Full Truck Alliance in Q3 2021 and held it in 5 quarters.
Neumann Advisory (HK)'s Full Truck Alliance position peaked at $767K in Q3 2021.
126 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2022.

Based on Neumann Advisory (HK)'s 13F filing for Q4 2022, filed 18 Jan 2023.