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Evermay Wealth Management’s ZTO Express ZTO Stock Holding History

Evermay 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
2022
Q4 		– Sell
-250
Closed -$6K – 599
2022
Q3 		$6K Hold
250
– – ﹤0.01% 440
2022
Q2 		$7K Hold
250
– – ﹤0.01% 429
2022
Q1 		$6K Hold
250
– – ﹤0.01% 451
2021
Q4 		$7K Hold
250
– – ﹤0.01% 433
2021
Q3 		$8K Hold
250
– – ﹤0.01% 398
2021
Q2 		$8K Buy
+250
New +$7.72K ﹤0.01% 424

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Evermay Wealth Management's ZTO Position: Q4 2022 in Review

Evermay Wealth Management sold out of ZTO Express (ZTO) in Q4 2022, closing a stake of 250 shares — an estimated $6K sold.

Evermay Wealth Management first reported a position in ZTO in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 243 funds tracked by Wall St. Rank hold ZTO as of Q4 2022.

  • Evermay Wealth Management reported no remaining ZTO Express position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 250 ZTO Express shares in Q4 2022, an estimated $6K.
  • Evermay Wealth Management first reported a position in ZTO Express in Q2 2021 and held it in 6 quarters.
  • Evermay Wealth Management's ZTO Express position peaked at $8K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held ZTO Express as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.