Renaissance Capital’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-440,635
Closed -$3.2M 56
2024
Q1
$3.2M Buy
440,635
+12,796
+3% +$93K 1.66% 22
2023
Q4
$3M Buy
427,839
+89,305
+26% +$626K 1.47% 22
2023
Q3
$2.38M Buy
338,534
+74,611
+28% +$525K 1.27% 20
2023
Q2
$1.64M Buy
263,923
+54,032
+26% +$336K 0.93% 28
2023
Q1
$1.6M Sell
209,891
-25,550
-11% -$194K 1.18% 22
2022
Q4
$1.88M Sell
235,441
-7,226
-3% -$57.8K 1.47% 17
2022
Q3
$1.59M Sell
242,667
-45,825
-16% -$300K 1.02% 25
2022
Q2
$2.61M Buy
288,492
+110,049
+62% +$997K 1.39% 23
2022
Q1
$1.19M Buy
178,443
+144,719
+429% +$965K 0.51% 45
2021
Q4
$282K Sell
33,724
-5,908
-15% -$49.4K 0.07% 103
2021
Q3
$608K Buy
+39,632
New +$608K 0.12% 89