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Benjamin F. Edwards & Company’s ZTO Express ZTO Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$7K Sell
326
-515
-61% -$11.3K ﹤0.01% 1815
2024
Q1 		$18K Sell
841
-117
-12% -$2.24K ﹤0.01% 1565
2023
Q4 		$20K Buy
958
+758
+379% +$17.2K ﹤0.01% 1492
2023
Q3 		$5K Hold
200
– – ﹤0.01% 1582
2023
Q2 		$5K Hold
200
– – ﹤0.01% 1573
2023
Q1 		$6K Hold
200
– – ﹤0.01% 1519
2022
Q4 		$5K Hold
200
– – ﹤0.01% 1595
2022
Q3 		$5K Sell
200
-150
-43% -$3.91K ﹤0.01% 1575
2022
Q2 		$10K Sell
350
-121
-26% -$3.1K ﹤0.01% 1393
2022
Q1 		$12K Sell
471
-3
-0.6% -$85 ﹤0.01% 1332
2021
Q4 		$13K Sell
474
-12
-2% -$358 ﹤0.01% 1331
2021
Q3 		$15K Sell
486
-10
-2% -$287 ﹤0.01% 1305
2021
Q2 		$15K Hold
496
– – ﹤0.01% 1295
2021
Q1 		$14K Sell
496
-54
-10% -$1.76K ﹤0.01% 1289
2020
Q4 		$16K Hold
550
– – ﹤0.01% 1197
2020
Q3 		$16K Hold
550
– – ﹤0.01% 1171
2020
Q2 		$20K Hold
550
– – ﹤0.01% 1135
2020
Q1 		$15K Hold
550
– – ﹤0.01% 1165
2019
Q4 		$13K Sell
550
-100
-15% -$2.16K ﹤0.01% 1362
2019
Q3 		$14K Hold
650
– – ﹤0.01% 1312
2019
Q2 		$12K Hold
650
– – ﹤0.01% 1370
2019
Q1 		$12K Sell
650
-250
-28% -$4.58K ﹤0.01% 1284
2018
Q4 		$14K Buy
900
+400
+80% +$6.44K ﹤0.01% 1194
2018
Q3 		$8K Buy
+500
New +$9.63K ﹤0.01% 1332

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Benjamin F. Edwards & Company's ZTO Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its ZTO Express (ZTO) stake by 61% in Q2 2024, selling an estimated $11.3K and leaving 326 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Benjamin F. Edwards & Company first reported a position in ZTO in Q3 2018 and has held it in 24 quarters since. The position peaked at $20K in Q4 2023. 243 funds tracked by Wall St. Rank hold ZTO as of Q2 2024.

  • Benjamin F. Edwards & Company held 326 shares of ZTO Express worth $7K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 515 ZTO Express shares in Q2 2024, an estimated $11.3K.
  • ZTO Express made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1815 holding.
  • Benjamin F. Edwards & Company first reported a position in ZTO Express in Q3 2018 and has held it in 24 quarters since.
  • Benjamin F. Edwards & Company's ZTO Express position peaked at $20K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held ZTO Express as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.