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Parametric Portfolio Associates’s ZTO Express ZTO Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$7.58M Sell
303,116
-55,449
-15% -$1.57M ﹤0.01% 1558
2021
Q4 		$10.1M Buy
358,565
+49,785
+16% +$1.49M 0.01% 1362
2021
Q3 		$9.47M Sell
308,780
-16,854
-5% -$484K 0.01% 1389
2021
Q2 		$9.88M Sell
325,634
-24,942
-7% -$770K 0.01% 1406
2021
Q1 		$10.2M Sell
350,576
-84,310
-19% -$2.75M 0.01% 1662
2020
Q4 		$12.7M Sell
434,886
-61,398
-12% -$1.8M 0.01% 1388
2020
Q3 		$14.8M Sell
496,284
-122,819
-20% -$4.19M 0.01% 1096
2020
Q2 		$22.7M Buy
619,103
+162,081
+35% +$5.17M 0.02% 804
2020
Q1 		$12.1M Buy
457,022
+30,695
+7% +$744K 0.01% 1096
2019
Q4 		$9.96M Buy
426,327
+89,015
+26% +$1.92M 0.01% 1519
2019
Q3 		$7.2M Buy
337,312
+131,843
+64% +$2.65M 0.01% 1730
2019
Q2 		$3.93M Buy
205,469
+25,557
+14% +$481K ﹤0.01% 2183
2019
Q1 		$3.29M Buy
179,912
+41,593
+30% +$762K ﹤0.01% 2298
2018
Q4 		$2.19M Buy
138,319
+18,564
+16% +$299K ﹤0.01% 2525
2018
Q3 		$1.98M Buy
119,755
+14,632
+14% +$282K ﹤0.01% 2722
2018
Q2 		$2.1M Buy
105,123
+57,283
+120% +$1.03M ﹤0.01% 2661
2018
Q1 		$717K Sell
47,840
-3,108
-6% -$48.8K ﹤0.01% 3177
2017
Q4 		$808K Buy
50,948
+1,358
+3% +$21.4K ﹤0.01% 3120
2017
Q3 		$696K Buy
49,590
+3,438
+7% +$49.6K ﹤0.01% 3246
2017
Q2 		$644K Buy
46,152
+18,173
+65% +$251K ﹤0.01% 3219
2017
Q1 		$366K Buy
+27,979
New +$362K ﹤0.01% 3352

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return

Parametric Portfolio Associates's ZTO Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its ZTO Express (ZTO) stake by 15% in Q1 2022, selling an estimated $1.57M and leaving 303,116 shares worth $7.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Parametric Portfolio Associates first reported a position in ZTO in Q1 2017 and has held it in 21 quarters since. The position peaked at $22.7M in Q2 2020. 250 funds tracked by Wall St. Rank hold ZTO as of Q1 2022.

  • Parametric Portfolio Associates held 303,116 shares of ZTO Express worth $7.58M as of Q1 2022.
  • Parametric Portfolio Associates sold 55,449 ZTO Express shares in Q1 2022, an estimated $1.57M.
  • ZTO Express made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1558 holding.
  • Parametric Portfolio Associates first reported a position in ZTO Express in Q1 2017 and has held it in 21 quarters since.
  • Parametric Portfolio Associates's ZTO Express position peaked at $22.7M in Q2 2020.
  • 250 funds tracked by Wall St. Rank held ZTO Express as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.