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IFP Advisors’s ZTO Express ZTO Stock Holding History

IFP Advisors’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
Q4 		– Sell
-23
Closed -$570 – 4676
2024
Q3 		$570 Hold
23
– – ﹤0.01% 3138
2024
Q2 		$477 Buy
+23
New +$503 ﹤0.01% 3094
2023
Q1 		– Sell
-660
Closed -$14K – 4477
2022
Q4 		$14K Sell
660
-150
-19% -$3.45K ﹤0.01% 3184
2022
Q3 		$30K Buy
810
+307
+61% +$8K ﹤0.01% 2780
2022
Q2 		$10K Hold
503
– – ﹤0.01% 3432
2022
Q1 		$10K Buy
+503
New +$14.2K ﹤0.01% 3432
2019
Q1 		– Sell
-920
Closed -$15K – 3509
2018
Q4 		$15K Sell
920
-1,980
-68% -$31.9K ﹤0.01% 2309
2018
Q3 		$48K Buy
2,900
+635
+28% +$12.2K ﹤0.01% 1921
2018
Q2 		$45K Buy
2,265
+2,115
+1,410% +$38.1K ﹤0.01% 1991
2018
Q1 		$2K Hold
150
– – ﹤0.01% 3553
2017
Q4 		$2K Hold
150
– – ﹤0.01% 3604
2017
Q3 		$2K Hold
150
– – ﹤0.01% 3806
2017
Q2 		$2K Buy
+150
New +$2.07K ﹤0.01% 3783

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IFP Advisors's ZTO Position: Q4 2024 in Review

IFP Advisors sold out of ZTO Express (ZTO) in Q4 2024, closing a stake of 23 shares — an estimated $570 sold.

IFP Advisors first reported a position in ZTO in Q2 2017 and held it in 13 quarters. The position peaked at $48K in Q3 2018. 201 funds tracked by Wall St. Rank hold ZTO as of Q4 2024.

  • IFP Advisors reported no remaining ZTO Express position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 23 ZTO Express shares in Q4 2024, an estimated $570.
  • IFP Advisors first reported a position in ZTO Express in Q2 2017 and held it in 13 quarters.
  • IFP Advisors's ZTO Express position peaked at $48K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held ZTO Express as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.