Guggenheim Capital’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $383K | Buy |
21,586
+977
| +5% | +$17.3K | ﹤0.01% | 1302 |
|
2025
Q1 | $409K | Buy |
20,609
+369
| +2% | +$7.32K | ﹤0.01% | 1291 |
|
2024
Q4 | $396K | Buy |
20,240
+5,568
| +38% | +$109K | ﹤0.01% | 1354 |
|
2024
Q3 | $363K | Buy |
+14,672
| New | +$363K | ﹤0.01% | 1533 |
|
2024
Q2 | – | Sell |
-11,669
| Closed | -$244K | – | 1954 |
|
2024
Q1 | $244K | Sell |
11,669
-4,723
| -29% | -$98.9K | ﹤0.01% | 1718 |
|
2023
Q4 | $349K | Buy |
16,392
+4,011
| +32% | +$85.4K | ﹤0.01% | 1604 |
|
2023
Q3 | $299K | Sell |
12,381
-618
| -5% | -$14.9K | ﹤0.01% | 1625 |
|
2023
Q2 | $326K | Buy |
12,999
+3,930
| +43% | +$98.6K | ﹤0.01% | 1630 |
|
2023
Q1 | $260K | Buy |
9,069
+1,186
| +15% | +$34K | ﹤0.01% | 1717 |
|
2022
Q4 | $212K | Sell |
7,883
-2,776
| -26% | -$74.6K | ﹤0.01% | 1787 |
|
2022
Q3 | $256K | Sell |
10,659
-187
| -2% | -$4.49K | ﹤0.01% | 1718 |
|
2022
Q2 | $298K | Sell |
10,846
-982
| -8% | -$27K | ﹤0.01% | 1776 |
|
2022
Q1 | $296K | Sell |
11,828
-2,704
| -19% | -$67.7K | ﹤0.01% | 1888 |
|
2021
Q4 | $410K | Sell |
14,532
-262
| -2% | -$7.39K | ﹤0.01% | 1767 |
|
2021
Q3 | $454K | Sell |
14,794
-5,304
| -26% | -$163K | ﹤0.01% | 1778 |
|
2021
Q2 | $610K | Sell |
20,098
-16,704
| -45% | -$507K | ﹤0.01% | 1751 |
|
2021
Q1 | $1.07M | Buy |
36,802
+3,151
| +9% | +$91.9K | 0.01% | 1361 |
|
2020
Q4 | $981K | Buy |
33,651
+20,707
| +160% | +$604K | 0.01% | 1349 |
|
2020
Q3 | $387K | Buy |
+12,944
| New | +$387K | ﹤0.01% | 1537 |
|
2020
Q1 | – | Sell |
-11,182
| Closed | -$261K | – | 2031 |
|
2019
Q4 | $261K | Buy |
+11,182
| New | +$261K | ﹤0.01% | 1890 |
|
2019
Q3 | – | Sell |
-10,221
| Closed | -$195K | – | 2159 |
|
2019
Q2 | $195K | Sell |
10,221
-278
| -3% | -$5.3K | ﹤0.01% | 2036 |
|
2019
Q1 | $192K | Sell |
10,499
-2,819
| -21% | -$51.6K | ﹤0.01% | 2086 |
|
2018
Q4 | $211K | Sell |
13,318
-7,514
| -36% | -$119K | ﹤0.01% | 2041 |
|
2018
Q3 | $345K | Sell |
20,832
-3,236
| -13% | -$53.6K | ﹤0.01% | 2157 |
|
2018
Q2 | $482K | Sell |
24,068
-24,653
| -51% | -$494K | ﹤0.01% | 1970 |
|
2018
Q1 | $730K | Sell |
48,721
-42,074
| -46% | -$630K | ﹤0.01% | 2226 |
|
2017
Q4 | $1.44M | Buy |
90,795
+14,765
| +19% | +$234K | ﹤0.01% | 1879 |
|
2017
Q3 | $1.07M | Buy |
76,030
+34,684
| +84% | +$487K | ﹤0.01% | 2055 |
|
2017
Q2 | $577K | Sell |
41,346
-13,823
| -25% | -$193K | ﹤0.01% | 2357 |
|
2017
Q1 | $722K | Sell |
55,169
-8,071
| -13% | -$106K | ﹤0.01% | 2260 |
|
2016
Q4 | $763K | Buy |
+63,240
| New | +$763K | ﹤0.01% | 2264 |
|