JWM
ZTO icon

Janiczek Wealth Management’s ZTO Express ZTO Stock Holding History

Janiczek Wealth 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
2024
Q2 		$63K Sell
3,038
-293
-9% -$6.41K 0.01% 361
2024
Q1 		$69.8K Sell
3,331
-70
-2% -$1.34K 0.01% 359
2023
Q4 		$72.4K Sell
3,401
-161
-5% -$3.65K 0.02% 328
2023
Q3 		$86.1K Buy
3,562
+909
+34% +$23.1K 0.02% 269
2023
Q2 		$66.5K Sell
2,653
-60
-2% -$1.65K 0.02% 283
2023
Q1 		$77.1K Sell
2,713
-100
-4% -$2.73K 0.02% 252
2022
Q4 		$80K Sell
2,813
-1,137
-29% -$26.1K 0.02% 249
2022
Q3 		$91K Buy
3,950
+1,143
+41% +$29.8K 0.03% 217
2022
Q2 		$72K Buy
2,807
+1,229
+78% +$31.5K 0.02% 248
2022
Q1 		$39K Sell
1,578
-1,431
-48% -$40.4K 0.01% 345
2021
Q4 		$85K Buy
3,009
+603
+25% +$18K 0.03% 213
2021
Q3 		$74K Buy
2,406
+1,054
+78% +$30.2K 0.03% 217
2021
Q2 		$41K Buy
1,352
+518
+62% +$16K 0.01% 290
2021
Q1 		$24K Buy
834
+561
+205% +$18.3K 0.01% 371
2020
Q4 		$8K Buy
273
+173
+173% +$5.08K ﹤0.01% 513
2020
Q3 		$3K Buy
+100
New +$3.41K ﹤0.01% 484

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Janiczek Wealth Management's ZTO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its ZTO Express (ZTO) stake by 8.8% in Q2 2024, selling an estimated $6.41K and leaving 3,038 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #361.

Janiczek Wealth Management first reported a position in ZTO in Q3 2020 and has held it in 16 quarters since. The position peaked at $91K in Q3 2022. 243 funds tracked by Wall St. Rank hold ZTO as of Q2 2024.

  • Janiczek Wealth Management held 3,038 shares of ZTO Express worth $63K as of Q2 2024.
  • Janiczek Wealth Management sold 293 ZTO Express shares in Q2 2024, an estimated $6.41K.
  • ZTO Express made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #361 holding.
  • Janiczek Wealth Management first reported a position in ZTO Express in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's ZTO Express position peaked at $91K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held ZTO Express as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.