Greenwoods Asset Management’s ZTO Express ZTO Stock Holding History

Greenwoods Asset 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
2020 Q4	$396M	Sell	13,588,116 -1,689,506	-11%	-$49.6M	9.1%	4
2020 Q3	$457M	Buy	15,277,622 +4,962,991	+48%	+$169M	14.63%	2
2020 Q2	$379M	Buy	10,314,631 +9,477,821	+1,133%	+$302M	10.63%	4
2020 Q1	$22.2M	Buy	836,810 +816,850	+4,092%	+$19.8M	0.98%	12
2019 Q4	$466K	Sell	19,960 -79,040	-80%	-$1.71M	0.03%	29
2019 Q3	$2.11M	Buy	+99,000	New	+$1.99M	0.13%	24
2019 Q1	–	Sell	-80,896	Closed	-$1.28M	–	30
2018 Q4	$1.28M	Buy	80,896 +31,820	+65%	+$512K	0.12%	21
2018 Q3	$813K	Buy	+49,076	New	+$945K	0.08%	18
2018 Q2	–	Sell	-510,000	Closed	-$7.64M	–	23
2018 Q1	$7.64M	Buy	+510,000	New	+$8M	0.62%	13
2017 Q3	–	Sell	-310,000	Closed	-$4.33M	–	25
2017 Q2	$4.33M	Hold	310,000	–	–	0.51%	14
2017 Q1	$4.06M	Buy	+310,000	New	+$4.01M	0.43%	14

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

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

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

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

PIM

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

Norges Bank Oslo, Norway $935B AUM

WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

Greenwoods Asset Management's ZTO Position: Q4 2020 in Review

Greenwoods Asset Management reduced its ZTO Express (ZTO) stake by 11% in Q4 2020, selling an estimated $49.6M and leaving 13,588,116 shares worth $396M. The position accounts for 9.1% of the portfolio, ranked #4.

Greenwoods Asset Management first reported a position in ZTO in Q1 2017 and has held it in 11 quarters since. The position peaked at $457M in Q3 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

Greenwoods Asset Management held 13,588,116 shares of ZTO Express worth $396M as of Q4 2020.
Greenwoods Asset Management sold 1,689,506 ZTO Express shares in Q4 2020, an estimated $49.6M.
ZTO Express made up 9.1% of Greenwoods Asset Management's portfolio in Q4 2020, its #4 holding.
Greenwoods Asset Management first reported a position in ZTO Express in Q1 2017 and has held it in 11 quarters since.
Greenwoods Asset Management's ZTO Express position peaked at $457M in Q3 2020.
237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on Greenwoods Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.