Capstone Investment Advisors
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Capstone Investment Advisors’s ZTO Express ZTO Stock Holding History

Capstone Investment 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
2024
Q2 		– Sell
-14,760
Closed -$309K – 2530
2024
Q1 		$309K Buy
+14,760
New +$282K ﹤0.01% 1820
2023
Q1 		– Sell
-78,100
Closed -$2.1M – 1709
2022
Q4 		$2.1M Sell
78,100
-178,678
-70% -$4.11M 0.02% 692
2022
Q3 		$6.17M Buy
+256,778
New +$6.69M 0.04% 353

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capstone Investment Advisors's ZTO Position: Q2 2024 in Review

Capstone Investment Advisors sold out of ZTO Express (ZTO) in Q2 2024, closing a stake of 14,760 shares — an estimated $309K sold.

Capstone Investment Advisors first reported a position in ZTO in Q3 2022 and held it in 3 quarters. The position peaked at $6.17M in Q3 2022. 242 funds tracked by Wall St. Rank hold ZTO as of Q2 2024.

  • Capstone Investment Advisors reported no remaining ZTO Express position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,760 ZTO Express shares in Q2 2024, an estimated $309K.
  • Capstone Investment Advisors first reported a position in ZTO Express in Q3 2022 and held it in 3 quarters.
  • Capstone Investment Advisors's ZTO Express position peaked at $6.17M in Q3 2022.
  • 242 funds tracked by Wall St. Rank held ZTO Express as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.