TOBAM’s Full Truck Alliance YMM Stock Holding History

TOBAM’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
2024 Q3	–	Sell	-4,402	Closed	-$35K	–	347
2024 Q2	$35K	Buy	+4,402	New	+$37.4K	0.01%	308
2023 Q2	–	Sell	-7,482	Closed	-$57K	–	393
2023 Q1	$57K	Buy	+7,482	New	+$59.3K	﹤0.01%	348
2022 Q4	–	Sell	-87,652	Closed	-$574K	–	450
2022 Q3	$574K	Buy	+87,652	New	+$676K	0.04%	138

Other funds holding YMM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

TOBAM's YMM Position: Q3 2024 in Review

TOBAM sold out of Full Truck Alliance (YMM) in Q3 2024, closing a stake of 4,402 shares — an estimated $35K sold.

TOBAM first reported a position in YMM in Q3 2022 and held it in 3 quarters. The position peaked at $574K in Q3 2022. 170 funds tracked by Wall St. Rank hold YMM as of Q3 2024.

TOBAM reported no remaining Full Truck Alliance position as of Q3 2024 after selling out during the quarter.
TOBAM sold 4,402 Full Truck Alliance shares in Q3 2024, an estimated $35K.
TOBAM first reported a position in Full Truck Alliance in Q3 2022 and held it in 3 quarters.
TOBAM's Full Truck Alliance position peaked at $574K in Q3 2022.
170 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2024.

Based on TOBAM's 13F filing for Q3 2024, filed 9 Oct 2024.