Barrett & Company’s ZTO Express ZTO Stock Holding History

Barrett & Company’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
2023 Q4	–	Sell	-100	Closed	-$2.41K	–	640
2023 Q3	$2.41K	Hold	100	–	–	﹤0.01%	532
2023 Q2	$2.5K	Buy	100 +2	+2%	+$55	﹤0.01%	516
2023 Q1	$2.82K	Hold	98	–	–	﹤0.01%	487
2022 Q4	$2.64K	Hold	98	–	–	﹤0.01%	498
2022 Q3	$2.64K	Buy	+98	New	+$2.56K	﹤0.01%	498

Other funds holding ZTO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GAMH

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

Barrett & Company's ZTO Position: Q4 2023 in Review

Barrett & Company sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 100 shares — an estimated $2.41K sold.

Barrett & Company first reported a position in ZTO in Q3 2022 and held it in 5 quarters. The position peaked at $2.82K in Q1 2023. 233 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

Barrett & Company reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
Barrett & Company sold 100 ZTO Express shares in Q4 2023, an estimated $2.41K.
Barrett & Company first reported a position in ZTO Express in Q3 2022 and held it in 5 quarters.
Barrett & Company's ZTO Express position peaked at $2.82K in Q1 2023.
233 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on Barrett & Company's 13F filing for Q4 2023, filed 24 Jan 2024.