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Harbor Investment Advisory’s ZTO Express ZTO Stock Holding History

Harbor Investment Advisory’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
2023
Q3 		– Sell
-1,248
Closed -$31.3K – 1360
2023
Q2 		$31.3K Sell
1,248
-52
-4% -$1.43K ﹤0.01% 814
2023
Q1 		$37.3K Hold
1,300
– – 0.01% 782
2022
Q4 		$34.9K Buy
1,300
+44
+4% +$1.01K 0.01% 776
2022
Q3 		$30K Buy
+1,256
New +$32.7K ﹤0.01% 821

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
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Harbor Investment Advisory's ZTO Position: Q3 2023 in Review

Harbor Investment Advisory sold out of ZTO Express (ZTO) in Q3 2023, closing a stake of 1,248 shares — an estimated $31.3K sold.

Harbor Investment Advisory first reported a position in ZTO in Q3 2022 and held it in 4 quarters. The position peaked at $37.3K in Q1 2023. 240 funds tracked by Wall St. Rank hold ZTO as of Q3 2023.

  • Harbor Investment Advisory reported no remaining ZTO Express position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,248 ZTO Express shares in Q3 2023, an estimated $31.3K.
  • Harbor Investment Advisory first reported a position in ZTO Express in Q3 2022 and held it in 4 quarters.
  • Harbor Investment Advisory's ZTO Express position peaked at $37.3K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held ZTO Express as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.