Maytree Asset Management’s ZTO Express ZTO Stock Holding History

Maytree Asset 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	–	Sell	-200,470	Closed	-$4.2M	–	34
2024 Q1	$4.2M	Sell	200,470 -44,000	-18%	-$842K	7.89%	5
2023 Q4	$5.2M	Sell	244,470 -92,132	-27%	-$2.09M	6.58%	5
2023 Q3	$8.14M	Hold	336,602	–	–	10.4%	5
2023 Q2	$8.44M	Buy	336,602 +196,981	+141%	+$5.42M	8.53%	3
2023 Q1	$4M	Hold	139,621	–	–	4.29%	8
2022 Q4	$3.75M	Sell	139,621 -127,239	-48%	-$2.92M	7.22%	6
2022 Q3	$6.41M	Buy	266,860 +39,700	+17%	+$1.04M	4.75%	11
2022 Q2	$6.24M	Hold	227,160	–	–	7.26%	5
2022 Q1	$5.68M	Buy	227,160 +114,500	+102%	+$3.23M	6.27%	7
2021 Q4	$3.18M	Buy	+112,660	New	+$3.36M	4.17%	10

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

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 Singapore $30.5B AUM 13.98% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Maytree Asset Management's ZTO Position: Q2 2024 in Review

Maytree Asset Management sold out of ZTO Express (ZTO) in Q2 2024, closing a stake of 200,470 shares — an estimated $4.2M sold.

Maytree Asset Management first reported a position in ZTO in Q4 2021 and held it in 10 quarters. The position peaked at $8.44M in Q2 2023. 242 funds tracked by Wall St. Rank hold ZTO as of Q2 2024.

Maytree Asset Management reported no remaining ZTO Express position as of Q2 2024 after selling out during the quarter.
Maytree Asset Management sold 200,470 ZTO Express shares in Q2 2024, an estimated $4.2M.
Maytree Asset Management first reported a position in ZTO Express in Q4 2021 and held it in 10 quarters.
Maytree Asset Management's ZTO Express position peaked at $8.44M in Q2 2023.
242 funds tracked by Wall St. Rank held ZTO Express as of Q2 2024.

Based on Maytree Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.