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Berman Capital Advisors’s ZTO Express ZTO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
49
+26
+113% +$746 ﹤0.01% 1994
2021
Q2 		$0 Buy
+23
New +$710 ﹤0.01% 2070
2020
Q4 		– Sell
-49
Closed -$1K – 1859
2020
Q3 		$1K Sell
49
-9
-16% -$307 ﹤0.01% 1538
2020
Q2 		$2K Buy
58
+9
+18% +$287 ﹤0.01% 1333
2020
Q1 		$1K Hold
49
– – ﹤0.01% 1394
2019
Q4 		$1K Hold
49
– – ﹤0.01% 1408
2019
Q3 		$1K Hold
49
– – ﹤0.01% 1387
2019
Q2 		$0 Buy
+49
New +$922 ﹤0.01% 1594

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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Berman Capital Advisors's ZTO Position: Q3 2021 in Review

Berman Capital Advisors increased its ZTO Express (ZTO) stake by 113% in Q3 2021, buying an estimated $746 and bringing the position to 49 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Berman Capital Advisors first reported a position in ZTO in Q2 2019 and has held it in 8 quarters since. The position peaked at $2K in Q2 2020. 209 funds tracked by Wall St. Rank hold ZTO as of Q3 2021.

  • Berman Capital Advisors held 49 shares of ZTO Express worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 26 ZTO Express shares in Q3 2021, an estimated $746.
  • ZTO Express made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1994 holding.
  • Berman Capital Advisors first reported a position in ZTO Express in Q2 2019 and has held it in 8 quarters since.
  • Berman Capital Advisors's ZTO Express position peaked at $2K in Q2 2020.
  • 209 funds tracked by Wall St. Rank held ZTO Express as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.