IvyRock Asset Management (HK)’s ZTO Express ZTO Stock Holding History

IvyRock Asset Management (HK)’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
2022 Q1	–	Sell	-447,983	Closed	-$12.6M	–	15
2021 Q4	$12.6M	Sell	447,983 -12,533	-3%	-$374K	14.47%	2
2021 Q3	$14.1M	Buy	460,516 +40,000	+10%	+$1.15M	13.38%	4
2021 Q2	$12.8M	Buy	420,516 +120,000	+40%	+$3.71M	6.58%	5
2021 Q1	$8.76M	Hold	300,516	–	–	5.7%	6
2020 Q4	$8.76M	Buy	+300,516	New	+$8.83M	5.4%	5

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

PIM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Serenity Capital Palo Alto, California $167M AUM

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

IvyRock Asset Management (HK)'s ZTO Position: Q1 2022 in Review

IvyRock Asset Management (HK) sold out of ZTO Express (ZTO) in Q1 2022, closing a stake of 447,983 shares — an estimated $12.6M sold.

IvyRock Asset Management (HK) first reported a position in ZTO in Q4 2020 and held it in 5 quarters. The position peaked at $14.1M in Q3 2021. 249 funds tracked by Wall St. Rank hold ZTO as of Q1 2022.

IvyRock Asset Management (HK) reported no remaining ZTO Express position as of Q1 2022 after selling out during the quarter.
IvyRock Asset Management (HK) sold 447,983 ZTO Express shares in Q1 2022, an estimated $12.6M.
IvyRock Asset Management (HK) first reported a position in ZTO Express in Q4 2020 and held it in 5 quarters.
IvyRock Asset Management (HK)'s ZTO Express position peaked at $14.1M in Q3 2021.
249 funds tracked by Wall St. Rank held ZTO Express as of Q1 2022.

Based on IvyRock Asset Management (HK)'s 13F filing for Q1 2022, filed 6 May 2022.