MSFP
ZTO icon

Mark Sheptoff Financial Planning’s ZTO Express ZTO Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-2,000
Closed -$61K – 433
2021
Q2 		$61K Sell
2,000
-904
-31% -$27.9K 0.03% 167
2021
Q1 		$85K Sell
2,904
-4,100
-59% -$134K 0.05% 132
2020
Q4 		$204K Buy
7,004
+700
+11% +$20.6K 0.12% 92
2020
Q3 		$189K Sell
6,304
-500
-7% -$17.1K 0.12% 90
2020
Q2 		$250K Buy
6,804
+3,104
+84% +$99K 0.16% 76
2020
Q1 		$98K Buy
3,700
+1,800
+95% +$43.6K 0.07% 106
2019
Q4 		$44K Buy
+1,900
New +$41.1K 0.03% 158
2018
Q4 		– Sell
-2,400
Closed -$40K – 368
2018
Q3 		$40K Buy
+2,400
New +$46.2K 0.03% 187

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's ZTO Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of ZTO Express (ZTO) in Q3 2021, closing a stake of 2,000 shares — an estimated $61K sold.

Mark Sheptoff Financial Planning first reported a position in ZTO in Q3 2018 and held it in 8 quarters. The position peaked at $250K in Q2 2020. 208 funds tracked by Wall St. Rank hold ZTO as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining ZTO Express position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,000 ZTO Express shares in Q3 2021, an estimated $61K.
  • Mark Sheptoff Financial Planning first reported a position in ZTO Express in Q3 2018 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's ZTO Express position peaked at $250K in Q2 2020.
  • 208 funds tracked by Wall St. Rank held ZTO Express as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.