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Marks Group Wealth Management’s ZTO Express ZTO Stock Holding History

Marks Group 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
Q4 		– Sell
-13,273
Closed -$329K – 302
2024
Q3 		$329K Sell
13,273
-816
-6% -$16.9K 0.03% 251
2024
Q2 		$292K Buy
+14,089
New +$308K 0.03% 255

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Marks Group Wealth Management's ZTO Position: Q4 2024 in Review

Marks Group Wealth Management sold out of ZTO Express (ZTO) in Q4 2024, closing a stake of 13,273 shares — an estimated $329K sold.

Marks Group Wealth Management first reported a position in ZTO in Q2 2024 and held it in 2 quarters. The position peaked at $329K in Q3 2024. 200 funds tracked by Wall St. Rank hold ZTO as of Q4 2024.

  • Marks Group Wealth Management reported no remaining ZTO Express position as of Q4 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 13,273 ZTO Express shares in Q4 2024, an estimated $329K.
  • Marks Group Wealth Management first reported a position in ZTO Express in Q2 2024 and held it in 2 quarters.
  • Marks Group Wealth Management's ZTO Express position peaked at $329K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held ZTO Express as of Q4 2024.

Based on Marks Group Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.