Library Research’s ZTO Express ZTO Stock Holding History

Library Research’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	-1,048,572	Closed	-$25.3M	–	4
2023 Q3	$25.3M	Sell	1,048,572 -32,743	-3%	-$833K	36.63%	2
2023 Q2	$27.1M	Buy	1,081,315 +350,638	+48%	+$9.65M	44.71%	1
2023 Q1	$20.9M	Sell	730,677 -361,230	-33%	-$9.86M	32.92%	2
2022 Q4	$29.3M	Hold	1,091,907	–	–	38.8%	1
2022 Q3	$19.7M	Sell	1,091,907 -802,146	-42%	-$20.9M	40.82%	1
2022 Q2	$52M	Sell	1,894,053 -200,000	-10%	-$5.12M	37.06%	2
2022 Q1	$42.4M	Buy	2,094,053 +200	+0%	+$5.65K	34.18%	2
2021 Q4	$59.1M	Hold	2,093,853	–	–	37.85%	1
2021 Q3	$64.2M	Buy	2,093,853 +1,091,469	+109%	+$31.3M	31.9%	1
2021 Q2	$30.4M	Buy	1,002,384 +309,468	+45%	+$9.56M	26.28%	2
2021 Q1	$20.2M	Hold	692,916	–	–	16.48%	3
2020 Q4	$20.2M	Buy	+692,916	New	+$20.4M	14.06%	3

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

GCCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

GAMH

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

Library Research's ZTO Position: Q4 2023 in Review

Library Research sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 1,048,572 shares — an estimated $25.3M sold.

Library Research first reported a position in ZTO in Q4 2020 and held it in 12 quarters. The position peaked at $64.2M in Q3 2021. 233 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

Library Research reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
Library Research sold 1,048,572 ZTO Express shares in Q4 2023, an estimated $25.3M.
Library Research first reported a position in ZTO Express in Q4 2020 and held it in 12 quarters.
Library Research's ZTO Express position peaked at $64.2M in Q3 2021.
233 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on Library Research's 13F filing for Q4 2023, filed 9 Feb 2024.