Neumann Advisory (HK)’s ZTO Express ZTO Stock Holding History

Neumann Advisory (HK)’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	-108,412	Closed	-$3.29M	–	15
2021 Q2	$3.29M	Sell	108,412 -203,084	-65%	-$6.27M	0.53%	11
2021 Q1	$9.08M	Sell	311,496 -68,504	-18%	-$2.24M	1.6%	8
2020 Q4	$11.1M	Hold	380,000	–	–	2.1%	7
2020 Q3	$11.4M	Sell	380,000 -41,210	-10%	-$1.41M	2.88%	6
2020 Q2	$15.5M	Hold	421,210	–	–	5.13%	6
2020 Q1	$11.2M	Hold	421,210	–	–	5.93%	5
2019 Q4	$9.84M	Hold	421,210	–	–	4.96%	6
2019 Q3	$8.86M	Hold	421,210	–	–	5.17%	6
2019 Q2	$8.05M	Hold	421,210	–	–	4.46%	6
2019 Q1	$7.7M	Hold	421,210	–	–	4.09%	7
2018 Q4	$6.67M	Hold	421,210	–	–	4.63%	6
2018 Q3	$6.98M	Hold	421,210	–	–	4.1%	6
2018 Q2	$8.42M	Buy	421,210 +63,400	+18%	+$1.14M	4.54%	6
2018 Q1	$5.36M	Buy	357,810 +190,000	+113%	+$2.98M	3.15%	7
2017 Q4	$2.66M	Buy	+167,810	New	+$2.64M	1.77%	9

Other funds holding ZTO

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Serenity Capital Palo Alto, California $167M AUM

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

OCM

OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Neumann Advisory (HK)'s ZTO Position: Q3 2021 in Review

Neumann Advisory (HK) sold out of ZTO Express (ZTO) in Q3 2021, closing a stake of 108,412 shares — an estimated $3.29M sold.

Neumann Advisory (HK) first reported a position in ZTO in Q4 2017 and held it in 15 quarters. The position peaked at $15.5M in Q2 2020. 209 funds tracked by Wall St. Rank hold ZTO as of Q3 2021.

Neumann Advisory (HK) reported no remaining ZTO Express position as of Q3 2021 after selling out during the quarter.
Neumann Advisory (HK) sold 108,412 ZTO Express shares in Q3 2021, an estimated $3.29M.
Neumann Advisory (HK) first reported a position in ZTO Express in Q4 2017 and held it in 15 quarters.
Neumann Advisory (HK)'s ZTO Express position peaked at $15.5M in Q2 2020.
209 funds tracked by Wall St. Rank held ZTO Express as of Q3 2021.

Based on Neumann Advisory (HK)'s 13F filing for Q3 2021, filed 12 Oct 2021.