Elite Wealth Management’s ZTO Express ZTO Stock Holding History

Elite Wealth 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
2023 Q2	–	Sell	-9,079	Closed	-$260K	–	64
2023 Q1	$260K	Sell	9,079 -108	-1%	-$2.95K	0.02%	50
2022 Q4	$247K	Sell	9,187 -41	-0.4%	-$942	0.02%	49
2022 Q3	$222K	Sell	9,228 -425	-4%	-$11.1K	0.02%	45
2022 Q2	$265K	Sell	9,653 -392	-4%	-$10K	0.04%	46
2022 Q1	$251K	Sell	10,045 -100	-1%	-$2.82K	0.04%	50
2021 Q4	$286K	Sell	10,145 -924	-8%	-$27.6K	0.04%	53
2021 Q3	$339K	Sell	11,069 -684	-6%	-$19.6K	0.06%	51
2021 Q2	$357	Buy	11,753 +1,526	+15%	+$47.1K	0.03%	44
2021 Q1	$298	Buy	+10,227	New	+$334K	0.04%	44
2019 Q1	–	Sell	-11,255	Closed	-$178K	–	48
2018 Q4	$178K	Sell	11,255 -12,399	-52%	-$200K	0.17%	44
2018 Q3	$432K	Buy	23,654 +11,837	+100%	+$228K	0.09%	39
2018 Q2	$236K	Buy	+11,817	New	+$213K	0.08%	45

Other funds holding ZTO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elite Wealth Management's ZTO Position: Q2 2023 in Review

Elite Wealth Management sold out of ZTO Express (ZTO) in Q2 2023, closing a stake of 9,079 shares — an estimated $260K sold.

Elite Wealth Management first reported a position in ZTO in Q2 2018 and held it in 12 quarters. The position peaked at $432K in Q3 2018. 239 funds tracked by Wall St. Rank hold ZTO as of Q2 2023.

Elite Wealth Management reported no remaining ZTO Express position as of Q2 2023 after selling out during the quarter.
Elite Wealth Management sold 9,079 ZTO Express shares in Q2 2023, an estimated $260K.
Elite Wealth Management first reported a position in ZTO Express in Q2 2018 and held it in 12 quarters.
Elite Wealth Management's ZTO Express position peaked at $432K in Q3 2018.
239 funds tracked by Wall St. Rank held ZTO Express as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.