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Laird Norton Wetherby Wealth Management’s ZTO Express ZTO Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-12,092
Closed -$292K – 981
2023
Q3 		$292K Buy
12,092
+2,862
+31% +$72.8K 0.02% 691
2023
Q2 		$231K Sell
9,230
-917
-9% -$25.2K 0.01% 798
2023
Q1 		$291K Buy
10,147
+374
+4% +$10.2K 0.02% 719
2022
Q4 		$263K Sell
9,773
-5,702
-37% -$131K 0.02% 732
2022
Q3 		$372K Buy
15,475
+4,385
+40% +$114K 0.03% 584
2022
Q2 		$304K Buy
11,090
+2,051
+23% +$52.5K 0.02% 677
2022
Q1 		$226K Sell
9,039
-1,227
-12% -$34.6K 0.01% 819
2021
Q4 		$290K Buy
10,266
+669
+7% +$20K 0.02% 731
2021
Q3 		$294K Sell
9,597
-415
-4% -$11.9K 0.02% 717
2021
Q2 		$304K Sell
10,012
-178
-2% -$5.5K 0.02% 715
2021
Q1 		$297K Buy
10,190
+691
+7% +$22.6K 0.02% 606
2020
Q4 		$277K Sell
9,499
-724
-7% -$21.3K 0.02% 693
2020
Q3 		$306K Sell
10,223
-400
-4% -$13.7K 0.03% 523
2020
Q2 		$390K Buy
10,623
+2,395
+29% +$76.4K 0.04% 419
2020
Q1 		$218K Buy
+8,228
New +$199K 0.02% 551

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
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
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ZTO Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 12,092 shares — an estimated $292K sold.

Laird Norton Wetherby Wealth Management first reported a position in ZTO in Q1 2020 and held it in 15 quarters. The position peaked at $390K in Q2 2020. 233 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,092 ZTO Express shares in Q4 2023, an estimated $292K.
  • Laird Norton Wetherby Wealth Management first reported a position in ZTO Express in Q1 2020 and held it in 15 quarters.
  • Laird Norton Wetherby Wealth Management's ZTO Express position peaked at $390K in Q2 2020.
  • 233 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.