Eaton Vance Management’s ZTO Express ZTO Stock Holding History

Eaton Vance 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
2022 Q3	–	Sell	-17,007	Closed	-$467K	–	1573
2022 Q2	$467K	Buy	17,007 +8,185	+93%	+$210K	﹤0.01%	1386
2022 Q1	$221K	Buy	8,822 +8,789	+26,633%	+$248K	﹤0.01%	1715
2021 Q4	$1K	Buy	+33	New	+$985	﹤0.01%	2802
2021 Q3	–	Sell	-8,010	Closed	-$243K	–	2744
2021 Q2	$243K	Buy	8,010 +5,677	+243%	+$175K	﹤0.01%	1538
2021 Q1	$68K	Sell	2,333 -6,457	-73%	-$211K	﹤0.01%	1715
2020 Q4	$257K	Buy	8,790 +546	+7%	+$16K	﹤0.01%	1364
2020 Q3	$247K	Hold	8,244	–	–	﹤0.01%	1254
2020 Q2	$303K	Buy	+8,244	New	+$263K	﹤0.01%	1193
2020 Q1	–	Sell	-9,600	Closed	-$224K	–	1357
2019 Q4	$224K	Buy	+9,600	New	+$207K	﹤0.01%	1265

Other funds holding ZTO

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eaton Vance Management's ZTO Position: Q3 2022 in Review

Eaton Vance Management sold out of ZTO Express (ZTO) in Q3 2022, closing a stake of 17,007 shares — an estimated $467K sold.

Eaton Vance Management first reported a position in ZTO in Q4 2019 and held it in 9 quarters. The position peaked at $467K in Q2 2022. 244 funds tracked by Wall St. Rank hold ZTO as of Q3 2022.

Eaton Vance Management reported no remaining ZTO Express position as of Q3 2022 after selling out during the quarter.
Eaton Vance Management sold 17,007 ZTO Express shares in Q3 2022, an estimated $467K.
Eaton Vance Management first reported a position in ZTO Express in Q4 2019 and held it in 9 quarters.
Eaton Vance Management's ZTO Express position peaked at $467K in Q2 2022.
244 funds tracked by Wall St. Rank held ZTO Express as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.