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Cassady Schiller Wealth Management’s ZTO Express ZTO Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$880 Hold
45
– – ﹤0.01% 826
2024
Q3 		$1.11K Hold
45
– – ﹤0.01% 419
2024
Q2 		$934 Hold
45
– – ﹤0.01% 430
2024
Q1 		$942 Buy
+45
New +$861 ﹤0.01% 456

Other funds holding ZTO

HL
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
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

Cassady Schiller Wealth Management's ZTO Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its ZTO Express (ZTO) position steady in Q4 2024 at 45 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Cassady Schiller Wealth Management first reported a position in ZTO in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.11K in Q3 2024. 201 funds tracked by Wall St. Rank hold ZTO as of Q4 2024.

  • Cassady Schiller Wealth Management held 45 shares of ZTO Express worth $880 as of Q4 2024.
  • Cassady Schiller Wealth Management left its ZTO Express share count unchanged in Q4 2024.
  • ZTO Express made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #826 holding.
  • Cassady Schiller Wealth Management first reported a position in ZTO Express in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's ZTO Express position peaked at $1.11K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held ZTO Express as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.