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D.A. Davidson & Co’s ZTO Express ZTO Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-22,918
Closed -$535K – 1073
2019
Q4 		$535K Buy
22,918
+1,073
+5% +$23.2K 0.01% 662
2019
Q3 		$466K Buy
21,845
+206
+1% +$4.14K 0.01% 672
2019
Q2 		$414K Buy
21,639
+6,634
+44% +$125K 0.01% 683
2019
Q1 		$274K Buy
+15,005
New +$275K ﹤0.01% 918
2017
Q3 		– Sell
-26,477
Closed -$369K – 2010
2017
Q2 		$369K Sell
26,477
-449
-2% -$6.2K 0.01% 720
2017
Q1 		$352K Buy
26,926
+17,393
+182% +$225K 0.01% 723
2016
Q4 		$114K Buy
+9,533
New +$137K ﹤0.01% 1248

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 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
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

D.A. Davidson & Co's ZTO Position: Q1 2020 in Review

D.A. Davidson & Co sold out of ZTO Express (ZTO) in Q1 2020, closing a stake of 22,918 shares — an estimated $535K sold.

D.A. Davidson & Co first reported a position in ZTO in Q4 2016 and held it in 7 quarters. The position peaked at $535K in Q4 2019. 244 funds tracked by Wall St. Rank hold ZTO as of Q1 2020.

  • D.A. Davidson & Co reported no remaining ZTO Express position as of Q1 2020 after selling out during the quarter.
  • D.A. Davidson & Co sold 22,918 ZTO Express shares in Q1 2020, an estimated $535K.
  • D.A. Davidson & Co first reported a position in ZTO Express in Q4 2016 and held it in 7 quarters.
  • D.A. Davidson & Co's ZTO Express position peaked at $535K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held ZTO Express as of Q1 2020.

Based on D.A. Davidson & Co's 13F filing for Q1 2020, filed 5 May 2020.