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ZTO icon

Bellecapital’s ZTO Express ZTO Stock Holding History

Bellecapital’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
2024
Q4 		– Sell
-10,957
Closed -$271K – 173
2024
Q3 		$271K Sell
10,957
-1,373
-11% -$28.4K 0.05% 126
2024
Q2 		$256K Hold
12,330
– – 0.05% 128
2024
Q1 		$258K Sell
12,330
-4,210
-25% -$80.5K 0.06% 138
2023
Q4 		$352K Sell
16,540
-14,538
-47% -$330K 0.08% 115
2023
Q3 		$751K Sell
31,078
-5,731
-16% -$146K 0.19% 80
2023
Q2 		$923K Sell
36,809
-16,534
-31% -$455K 0.22% 69
2023
Q1 		$1.53M Sell
53,343
-20,351
-28% -$556K 0.38% 56
2022
Q4 		$1.98M Sell
73,694
-27,277
-27% -$627K 0.56% 43
2022
Q3 		$2.43M Sell
100,971
-128,980
-56% -$3.36M 0.74% 38
2022
Q2 		$6.31M Sell
229,951
-922
-0.4% -$23.6K 1.76% 13
2022
Q1 		$5.77M Sell
230,873
-819
-0.4% -$23.1K 1.83% 15
2021
Q4 		$6.54M Buy
231,692
+10,886
+5% +$325K 1.86% 16
2021
Q3 		$6.77M Sell
220,806
-13,118
-6% -$376K 2.07% 12
2021
Q2 		$7.1M Sell
233,924
-1,795
-0.8% -$55.4K 2.16% 11
2021
Q1 		$6.87M Buy
235,719
+32,383
+16% +$1.06M 2.15% 13
2020
Q4 		$5.93M Buy
203,336
+176,049
+645% +$5.17M 1.98% 16
2020
Q3 		$816K Buy
27,287
+5,939
+28% +$203K 0.37% 54
2020
Q2 		$784K Sell
21,348
-603
-3% -$19.2K 0.37% 57
2020
Q1 		$581K Sell
21,951
-30,155
-58% -$731K 0.37% 58
2019
Q4 		$1.22M Buy
52,106
+6,451
+14% +$139K 0.62% 37
2019
Q3 		$974K Buy
45,655
+660
+1% +$13.3K 0.58% 40
2019
Q2 		$860K Sell
44,995
-3,250
-7% -$61.1K 0.53% 41
2019
Q1 		$882K Sell
48,245
-16,500
-25% -$302K 0.56% 40
2018
Q4 		$1.02M Buy
64,745
+6,490
+11% +$105K 0.73% 29
2018
Q3 		$965K Buy
58,255
+33,204
+133% +$640K 0.63% 31
2018
Q2 		$501K Buy
25,051
+8,750
+54% +$158K 0.36% 48
2018
Q1 		$244K Buy
+16,301
New +$256K 0.23% 73

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Bellecapital's ZTO Position: Q4 2024 in Review

Bellecapital sold out of ZTO Express (ZTO) in Q4 2024, closing a stake of 10,957 shares — an estimated $271K sold.

Bellecapital first reported a position in ZTO in Q1 2018 and held it in 27 quarters. The position peaked at $7.1M in Q2 2021. 201 funds tracked by Wall St. Rank hold ZTO as of Q4 2024.

  • Bellecapital reported no remaining ZTO Express position as of Q4 2024 after selling out during the quarter.
  • Bellecapital sold 10,957 ZTO Express shares in Q4 2024, an estimated $271K.
  • Bellecapital first reported a position in ZTO Express in Q1 2018 and held it in 27 quarters.
  • Bellecapital's ZTO Express position peaked at $7.1M in Q2 2021.
  • 201 funds tracked by Wall St. Rank held ZTO Express as of Q4 2024.

Based on Bellecapital's 13F filing for Q4 2024, filed 6 Feb 2025.