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Advisor Group’s ZTO Express ZTO Stock Holding History

Advisor Group’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$978K Sell
41,915
-2,887
-6% -$62.4K 0.01% 1209
2019
Q3 		$956K Sell
44,802
-3,368
-7% -$67.7K 0.01% 1170
2019
Q2 		$921K Sell
48,170
-15,134
-24% -$285K 0.01% 1161
2019
Q1 		$1.16M Buy
63,304
+7,302
+13% +$134K 0.01% 997
2018
Q4 		$886K Buy
56,002
+11,895
+27% +$192K 0.01% 1005
2018
Q3 		$731K Buy
44,107
+17,843
+68% +$344K 0.01% 1203
2018
Q2 		$525K Buy
26,264
+25,152
+2,262% +$453K 0.01% 1267
2018
Q1 		$17K Sell
1,112
-617
-36% -$9.68K ﹤0.01% 3789
2017
Q4 		$27K Sell
1,729
-18
-1% -$284 ﹤0.01% 3521
2017
Q3 		$25K Buy
1,747
+771
+79% +$11.1K ﹤0.01% 3441
2017
Q2 		$13K Buy
976
+138
+16% +$1.91K ﹤0.01% 3796
2017
Q1 		$11K Buy
838
+392
+88% +$5.07K ﹤0.01% 3744
2016
Q4 		$6K Buy
+446
New +$6.42K ﹤0.01% 3866

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Advisor Group's ZTO Position: Q4 2019 in Review

Advisor Group reduced its ZTO Express (ZTO) stake by 6.4% in Q4 2019, selling an estimated $62.4K and leaving 41,915 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #1209.

Advisor Group first reported a position in ZTO in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2019. 215 funds tracked by Wall St. Rank hold ZTO as of Q4 2019.

  • Advisor Group held 41,915 shares of ZTO Express worth $978K as of Q4 2019.
  • Advisor Group sold 2,887 ZTO Express shares in Q4 2019, an estimated $62.4K.
  • ZTO Express made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1209 holding.
  • Advisor Group first reported a position in ZTO Express in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's ZTO Express position peaked at $1.16M in Q1 2019.
  • 215 funds tracked by Wall St. Rank held ZTO Express as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.