Chase Investment Counsel’s ZTO Express ZTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-8,475
Closed -$253K 110
2020
Q3
$253K Sell
8,475
-62,788
-88% -$2.14M 0.13% 84
2020
Q2
$2.62M Sell
71,263
-76,813
-52% -$2.45M 1.32% 24
2020
Q1
$3.92M Buy
+148,076
New +$3.59M 2.65% 11

Other funds holding ZTO

Chase Investment Counsel's ZTO Position: Q4 2020 in Review

Chase Investment Counsel sold out of ZTO Express (ZTO) in Q4 2020, closing a stake of 8,475 shares — an estimated $253K sold.

Chase Investment Counsel first reported a position in ZTO in Q1 2020 and held it in 3 quarters. The position peaked at $3.92M in Q1 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

  • Chase Investment Counsel reported no remaining ZTO Express position as of Q4 2020 after selling out during the quarter.
  • Chase Investment Counsel sold 8,475 ZTO Express shares in Q4 2020, an estimated $253K.
  • Chase Investment Counsel first reported a position in ZTO Express in Q1 2020 and held it in 3 quarters.
  • Chase Investment Counsel's ZTO Express position peaked at $3.92M in Q1 2020.
  • 237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on Chase Investment Counsel's 13F filing for Q4 2020, filed 2 Feb 2021.