Pinpoint Asset 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
Q1 | $98.8M | Buy |
7,735,913
+1,448,760
| +23% | +$18.5M | 17.14% | 1 |
|
|
2024
Q4 | $68M | Buy |
6,287,153
+2,374,659
| +61% | +$25.7M | 12.06% | 2 |
|
|
2024
Q3 | $35.3M | Sell |
3,912,494
-3,936,562
| -50% | -$35.5M | 7.57% | 4 |
|
|
2024
Q2 | $63.1M | Sell |
7,849,056
-1,836,734
| -19% | -$14.8M | 8.89% | 2 |
|
|
2024
Q1 | $70.6M | Buy |
9,685,790
+1,806,868
| +23% | +$13.2M | 11.34% | 2 |
|
|
2023
Q4 | $55.2M | Buy |
7,878,922
+505,717
| +7% | +$3.55M | 12.22% | 2 |
|
|
2023
Q3 | $51.9M | Buy |
7,373,205
+4,616,058
| +167% | +$32.5M | 12.15% | 1 |
|
|
2023
Q2 | $17.5K | Sell |
2,757,147
-3,492,185
| -56% | -$22.2K | 0.01% | 22 |
|
|
2023
Q1 | $23.4M | Buy |
6,249,332
+915,697
| +17% | +$3.43M | 6.27% | 5 |
|
|
2022
Q4 | $42.7M | Buy |
5,333,635
+5,142,112
| +2,685% | +$41.1M | 10.25% | 3 |
|
|
2022
Q3 | $1.25M | Hold |
191,523
| – | – | 0.42% | 22 |
|
|
2022
Q2 | $1.74M | Hold |
191,523
| – | – | 0.69% | 23 |
|
|
2022
Q1 | $1.28M | Buy |
+191,523
| New | +$1.28M | 0.53% | 23 |
|
|
2021
Q4 | – | Sell |
-239,404
| Closed | -$3.7M | – | 34 |
|
|
2021
Q3 | $3.7M | Buy |
+239,404
| New | +$3.7M | 1.36% | 16 |
|