Burgundy Asset Management’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-143,288
| Closed | -$3.44M | – | 112 |
|
2022
Q3 | $3.44M | Sell |
143,288
-10,983
| -7% | -$264K | 0.05% | 85 |
|
2022
Q2 | $4.24M | Hold |
154,271
| – | – | 0.05% | 85 |
|
2022
Q1 | $3.86M | Sell |
154,271
-353,708
| -70% | -$8.84M | 0.04% | 85 |
|
2021
Q4 | $14.3M | Sell |
507,979
-22,369
| -4% | -$631K | 0.14% | 76 |
|
2021
Q3 | $16.3M | Buy |
530,348
+4,540
| +0.9% | +$139K | 0.16% | 77 |
|
2021
Q2 | $16M | Buy |
525,808
+8,919
| +2% | +$271K | 0.16% | 76 |
|
2021
Q1 | $15.1M | Buy |
516,889
+7,163
| +1% | +$209K | 0.15% | 75 |
|
2020
Q4 | $14.9M | Buy |
509,726
+70,733
| +16% | +$2.06M | 0.16% | 75 |
|
2020
Q3 | $13.1M | Sell |
438,993
-239,948
| -35% | -$7.18M | 0.15% | 72 |
|
2020
Q2 | $24.9M | Sell |
678,941
-39,699
| -6% | -$1.46M | 0.29% | 66 |
|
2020
Q1 | $19M | Buy |
+718,640
| New | +$19M | 0.26% | 63 |
|