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Gradient Investments’s ZTO Express ZTO Stock Holding History

Gradient Investments’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
Q3 		– Sell
-35
Closed -$726 – 1339
2024
Q2 		$726 Hold
35
– – ﹤0.01% 1131
2024
Q1 		$733 Buy
+35
New +$670 ﹤0.01% 957
2019
Q4 		– Sell
-8
Closed – – 1256
2019
Q3 		$0 Sell
8
-278
-97% -$5.59K ﹤0.01% 1257
2019
Q2 		$5K Sell
286
-31,882
-99% -$600K ﹤0.01% 782
2019
Q1 		$588K Sell
32,168
-11,778
-27% -$216K 0.04% 174
2018
Q4 		$696K Sell
43,946
-19,120
-30% -$308K 0.04% 154
2018
Q3 		$1.04M Buy
63,066
+13,908
+28% +$268K 0.05% 158
2018
Q2 		$983K Buy
49,158
+10,178
+26% +$183K 0.05% 144
2018
Q1 		$584K Buy
+38,980
New +$612K 0.03% 171

Other funds holding ZTO

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Gradient Investments's ZTO Position: Q3 2024 in Review

Gradient Investments sold out of ZTO Express (ZTO) in Q3 2024, closing a stake of 35 shares — an estimated $726 sold.

Gradient Investments first reported a position in ZTO in Q1 2018 and held it in 9 quarters. The position peaked at $1.04M in Q3 2018. 241 funds tracked by Wall St. Rank hold ZTO as of Q3 2024.

  • Gradient Investments reported no remaining ZTO Express position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 35 ZTO Express shares in Q3 2024, an estimated $726.
  • Gradient Investments first reported a position in ZTO Express in Q1 2018 and held it in 9 quarters.
  • Gradient Investments's ZTO Express position peaked at $1.04M in Q3 2018.
  • 241 funds tracked by Wall St. Rank held ZTO Express as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.