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Capital Wealth Planning’s ZTO Express ZTO Stock Holding History

Capital Wealth Planning’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
2023
Q4 		– Sell
-14,450
Closed -$349K – 169
2023
Q3 		$349K Buy
+14,450
New +$368K ﹤0.01% 121
2023
Q2 		– Sell
-7,580
Closed -$217K – 152
2023
Q1 		$217K Buy
+7,580
New +$207K ﹤0.01% 134

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
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
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Capital Wealth Planning's ZTO Position: Q4 2023 in Review

Capital Wealth Planning sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 14,450 shares — an estimated $349K sold.

Capital Wealth Planning first reported a position in ZTO in Q1 2023 and held it in 2 quarters. The position peaked at $349K in Q3 2023. 233 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

  • Capital Wealth Planning reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 14,450 ZTO Express shares in Q4 2023, an estimated $349K.
  • Capital Wealth Planning first reported a position in ZTO Express in Q1 2023 and held it in 2 quarters.
  • Capital Wealth Planning's ZTO Express position peaked at $349K in Q3 2023.
  • 233 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on Capital Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.