Caprock Group’s ZTO Express ZTO Stock Holding History

Caprock Group’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 Q4	–	Sell	-9,166	Closed	-$230K	–	1060
2024 Q3	$230K	Buy	+9,166	New	+$190K	0.01%	806
2020 Q3	–	Sell	-7,301	Closed	-$268K	–	461
2020 Q2	$268K	Buy	+7,301	New	+$233K	0.04%	304

Other funds holding ZTO

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Caprock Group's ZTO Position: Q4 2024 in Review

Caprock Group sold out of ZTO Express (ZTO) in Q4 2024, closing a stake of 9,166 shares — an estimated $230K sold.

Caprock Group first reported a position in ZTO in Q2 2020 and held it in 2 quarters. The position peaked at $268K in Q2 2020. 201 funds tracked by Wall St. Rank hold ZTO as of Q4 2024.

Caprock Group reported no remaining ZTO Express position as of Q4 2024 after selling out during the quarter.
Caprock Group sold 9,166 ZTO Express shares in Q4 2024, an estimated $230K.
Caprock Group first reported a position in ZTO Express in Q2 2020 and held it in 2 quarters.
Caprock Group's ZTO Express position peaked at $268K in Q2 2020.
201 funds tracked by Wall St. Rank held ZTO Express as of Q4 2024.

Based on Caprock Group's 13F filing for Q4 2024, filed 23 Jan 2025.