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Glassman Wealth Services’s ZTO Express ZTO Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-48
Closed -$1.02K – 1889
2023
Q4 		$1.02K Sell
48
-51
-52% -$1.16K ﹤0.01% 1532
2023
Q3 		$2.39K Buy
99
+23
+30% +$585 ﹤0.01% 1276
2023
Q2 		$1.91K Hold
76
– – ﹤0.01% 1264
2023
Q1 		$2.18K Buy
76
+28
+58% +$764 ﹤0.01% 1214
2022
Q4 		$1.29K Sell
48
-353
-88% -$8.11K ﹤0.01% 1366
2022
Q3 		$10K Buy
401
+77
+24% +$2.01K ﹤0.01% 807
2022
Q2 		$9K Buy
324
+108
+50% +$2.77K ﹤0.01% 855
2022
Q1 		$5K Buy
216
+34
+19% +$960 ﹤0.01% 1025
2021
Q4 		$5K Buy
182
+89
+96% +$2.66K ﹤0.01% 1010
2021
Q3 		$3K Buy
93
+2
+2% +$57 ﹤0.01% 1112
2021
Q2 		$3K Hold
91
– – ﹤0.01% 1090
2021
Q1 		$3K Buy
91
+26
+40% +$849 ﹤0.01% 1036
2020
Q4 		$2K Sell
65
-49
-43% -$1.44K ﹤0.01% 1118
2020
Q3 		$3K Hold
114
– – ﹤0.01% 937
2020
Q2 		$4K Buy
+114
New +$3.63K ﹤0.01% 706

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Glassman Wealth Services's ZTO Position: Q1 2024 in Review

Glassman Wealth Services sold out of ZTO Express (ZTO) in Q1 2024, closing a stake of 48 shares — an estimated $1.02K sold.

Glassman Wealth Services first reported a position in ZTO in Q2 2020 and held it in 15 quarters. The position peaked at $10K in Q3 2022. 229 funds tracked by Wall St. Rank hold ZTO as of Q1 2024.

  • Glassman Wealth Services reported no remaining ZTO Express position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 48 ZTO Express shares in Q1 2024, an estimated $1.02K.
  • Glassman Wealth Services first reported a position in ZTO Express in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's ZTO Express position peaked at $10K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held ZTO Express as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.