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Altium Wealth Management’s ZTO Express ZTO Stock Holding History

Altium Wealth Management’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
2020
Q4 		– Sell
-6,744
Closed -$202K – 363
2020
Q3 		$202K Sell
6,744
-5,483
-45% -$187K 0.02% 315
2020
Q2 		$449K Buy
12,227
+2,262
+23% +$72.1K 0.05% 186
2020
Q1 		$264K Buy
+9,965
New +$242K 0.04% 238

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's ZTO Position: Q4 2020 in Review

Altium Wealth Management sold out of ZTO Express (ZTO) in Q4 2020, closing a stake of 6,744 shares — an estimated $202K sold.

Altium Wealth Management first reported a position in ZTO in Q1 2020 and held it in 3 quarters. The position peaked at $449K in Q2 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

  • Altium Wealth Management reported no remaining ZTO Express position as of Q4 2020 after selling out during the quarter.
  • Altium Wealth Management sold 6,744 ZTO Express shares in Q4 2020, an estimated $202K.
  • Altium Wealth Management first reported a position in ZTO Express in Q1 2020 and held it in 3 quarters.
  • Altium Wealth Management's ZTO Express position peaked at $449K in Q2 2020.
  • 237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on Altium Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.