OSAM
O'Shaughnessy Asset Management’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
14,741
-12,716
| -46% | -$226K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $545K | Buy |
27,457
+13,334
| +94% | +$265K | ﹤0.01% | 1278 |
|
|
2024
Q4 | $276K | Sell |
14,123
-3,673
| -21% | -$71.8K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $461K | Buy |
17,796
+681
| +4% | +$17.7K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $355K | Buy |
17,115
+6,148
| +56% | +$128K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $230K | Buy |
+10,967
| New | +$230K | ﹤0.01% | 1441 |
|
|
2023
Q4 | – | Sell |
-10,143
| Closed | -$245K | – | 1802 |
|
|
2023
Q3 | $245K | Buy |
+10,143
| New | +$245K | ﹤0.01% | 1201 |
|
|
2021
Q4 | – | Sell |
-1,314
| Closed | -$40K | – | 2541 |
|
|
2021
Q3 | $40K | Buy |
1,314
+111
| +9% | +$3.38K | ﹤0.01% | 1747 |
|
|
2021
Q2 | $37K | Hold |
1,203
| – | – | ﹤0.01% | 1676 |
|
|
2021
Q1 | $35K | Hold |
1,203
| – | – | ﹤0.01% | 1513 |
|
|
2020
Q4 | $35K | Buy |
1,203
+92
| +8% | +$2.68K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $33K | Hold |
1,111
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q2 | $41K | Buy |
+1,111
| New | +$41K | ﹤0.01% | 1026 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 1868 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1916 |
|