Burgundy Asset Management’s ZTO Express ZTO Stock Holding History

Burgundy Asset Management’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
2022 Q4	–	Sell	-143,288	Closed	-$3.44M	–	112
2022 Q3	$3.44M	Sell	143,288 -10,983	-7%	-$286K	0.05%	85
2022 Q2	$4.24M	Hold	154,271	–	–	0.05%	85
2022 Q1	$3.86M	Sell	154,271 -353,708	-70%	-$9.99M	0.04%	85
2021 Q4	$14.3M	Sell	507,979 -22,369	-4%	-$668K	0.14%	76
2021 Q3	$16.3M	Buy	530,348 +4,540	+0.9%	+$130K	0.16%	77
2021 Q2	$16M	Buy	525,808 +8,919	+2%	+$275K	0.16%	76
2021 Q1	$15.1M	Buy	516,889 +7,163	+1%	+$234K	0.15%	75
2020 Q4	$14.9M	Buy	509,726 +70,733	+16%	+$2.08M	0.16%	75
2020 Q3	$13.1M	Sell	438,993 -239,948	-35%	-$8.19M	0.15%	72
2020 Q2	$24.9M	Sell	678,941 -39,699	-6%	-$1.27M	0.29%	67
2020 Q1	$19M	Buy	+718,640	New	+$17.4M	0.26%	63

Other funds holding ZTO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Burgundy Asset Management's ZTO Position: Q4 2022 in Review

Burgundy Asset Management sold out of ZTO Express (ZTO) in Q4 2022, closing a stake of 143,288 shares — an estimated $3.44M sold.

Burgundy Asset Management first reported a position in ZTO in Q1 2020 and held it in 11 quarters. The position peaked at $24.9M in Q2 2020. 243 funds tracked by Wall St. Rank hold ZTO as of Q4 2022.

Burgundy Asset Management reported no remaining ZTO Express position as of Q4 2022 after selling out during the quarter.
Burgundy Asset Management sold 143,288 ZTO Express shares in Q4 2022, an estimated $3.44M.
Burgundy Asset Management first reported a position in ZTO Express in Q1 2020 and held it in 11 quarters.
Burgundy Asset Management's ZTO Express position peaked at $24.9M in Q2 2020.
243 funds tracked by Wall St. Rank held ZTO Express as of Q4 2022.

Based on Burgundy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.