Confluence Investment Management’s ZTO Express ZTO Stock Holding History

Confluence Investment 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
2026 Q2	$313K	Buy	13,966 +1,426	+11%	+$34K	﹤0.01%	262
2026 Q1	$316K	Buy	12,540 +390	+3%	+$9.14K	﹤0.01%	253
2025 Q4	$254K	Hold	12,150	–	–	﹤0.01%	274
2025 Q3	$233K	Buy	+12,150	New	+$233K	﹤0.01%	274
2025 Q1	–	Sell	-10,282	Closed	-$201K	–	320
2024 Q4	$201K	Buy	10,282 +1,326	+15%	+$29.1K	﹤0.01%	290
2024 Q3	$222K	Buy	+8,956	New	+$186K	﹤0.01%	285
2023 Q4	–	Sell	-8,902	Closed	-$215K	–	306
2023 Q3	$215K	Sell	8,902 -1,805	-17%	-$45.9K	﹤0.01%	278
2023 Q2	$269K	Hold	10,707	–	–	﹤0.01%	275
2023 Q1	$307K	Sell	10,707 -546	-5%	-$14.9K	﹤0.01%	263
2022 Q4	$302K	Sell	11,253 -165	-1%	-$3.79K	﹤0.01%	269
2022 Q3	$274K	Sell	11,418 -120	-1%	-$3.13K	﹤0.01%	275
2022 Q2	$317K	Sell	11,538 -151	-1%	-$3.87K	﹤0.01%	267
2022 Q1	$292K	Sell	11,689 -2,029	-15%	-$57.3K	﹤0.01%	283
2021 Q4	$387K	Sell	13,718 -1,474	-10%	-$44K	0.01%	243
2021 Q3	$466K	Sell	15,192 -6,559	-30%	-$188K	0.01%	236
2021 Q2	$660K	Sell	21,751 -19,172	-47%	-$592K	0.01%	223
2021 Q1	$1.19M	Buy	40,923 +3,672	+10%	+$120K	0.02%	194
2020 Q4	$1.09M	Sell	37,251 -12,364	-25%	-$363K	0.02%	203
2020 Q3	$1.48M	Sell	49,615 -1,966	-4%	-$67.1K	0.02%	185
2020 Q2	$1.89M	Sell	51,581 -3,164	-6%	-$101K	0.03%	177
2020 Q1	$1.45M	Sell	54,745 -40	-0.1%	-$970	0.03%	186
2019 Q4	$1.05M	Buy	54,785 +2,363	+5%	+$51.1K	0.02%	206
2019 Q3	$1.12M	Sell	52,422 -2,363	-4%	-$47.5K	0.02%	206
2019 Q2	$1.05M	Buy	54,785 +834	+2%	+$15.7K	0.02%	206
2019 Q1	$986K	Sell	53,951 -4,567	-8%	-$83.7K	0.02%	205
2018 Q4	$926K	Sell	58,518 -2,589	-4%	-$41.7K	0.02%	217
2018 Q3	$1.01M	Sell	61,107 -194	-0.3%	-$3.74K	0.02%	219
2018 Q2	$1.23M	Buy	+61,301	New	+$1.1M	0.02%	206

Other funds holding ZTO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Portman Square Capital London, United Kingdom $587M AUM 19.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM