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Cavalier Investments’s ZTO Express ZTO Stock Holding History

Cavalier Investments’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
2020
Q3 		– Sell
-11,700
Closed -$430K – 79
2020
Q2 		$430K Hold
11,700
– – 0.25% 68
2020
Q1 		$310K Buy
+11,700
New +$284K 0.18% 84

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments's ZTO Position: Q3 2020 in Review

Cavalier Investments sold out of ZTO Express (ZTO) in Q3 2020, closing a stake of 11,700 shares — an estimated $430K sold.

Cavalier Investments first reported a position in ZTO in Q1 2020 and held it in 2 quarters. The position peaked at $430K in Q2 2020. 257 funds tracked by Wall St. Rank hold ZTO as of Q3 2020.

  • Cavalier Investments reported no remaining ZTO Express position as of Q3 2020 after selling out during the quarter.
  • Cavalier Investments sold 11,700 ZTO Express shares in Q3 2020, an estimated $430K.
  • Cavalier Investments first reported a position in ZTO Express in Q1 2020 and held it in 2 quarters.
  • Cavalier Investments's ZTO Express position peaked at $430K in Q2 2020.
  • 257 funds tracked by Wall St. Rank held ZTO Express as of Q3 2020.

Based on Cavalier Investments's 13F filing for Q3 2020, filed 12 Nov 2020.