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Aperio Group’s ZTO Express ZTO Stock Holding History

Aperio 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
2020
Q4 		$10.5M Sell
359,761
-75,498
-17% -$2.22M 0.03% 534
2020
Q3 		$13M Sell
435,259
-108,332
-20% -$3.7M 0.04% 391
2020
Q2 		$20M Buy
543,591
+55,904
+11% +$1.78M 0.07% 260
2020
Q1 		$12.9M Buy
487,687
+211,691
+77% +$5.13M 0.06% 338
2019
Q4 		$6.45M Buy
275,996
+28,153
+11% +$608K 0.02% 642
2019
Q3 		$5.29M Buy
247,843
+145,979
+143% +$2.93M 0.02% 698
2019
Q2 		$1.95M Buy
101,864
+72,563
+248% +$1.36M 0.01% 1066
2019
Q1 		$536K Buy
+29,301
New +$537K ﹤0.01% 1717

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

Aperio Group's ZTO Position: Q4 2020 in Review

Aperio Group reduced its ZTO Express (ZTO) stake by 17% in Q4 2020, selling an estimated $2.22M and leaving 359,761 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #534.

Aperio Group first reported a position in ZTO in Q1 2019 and has held it in 8 quarters since. The position peaked at $20M in Q2 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

  • Aperio Group held 359,761 shares of ZTO Express worth $10.5M as of Q4 2020.
  • Aperio Group sold 75,498 ZTO Express shares in Q4 2020, an estimated $2.22M.
  • ZTO Express made up 0.03% of Aperio Group's portfolio in Q4 2020, its #534 holding.
  • Aperio Group first reported a position in ZTO Express in Q1 2019 and has held it in 8 quarters since.
  • Aperio Group's ZTO Express position peaked at $20M in Q2 2020.
  • 237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.