Patriot Financial Group Insurance Agency’s ZTO Express ZTO Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,122	Closed	-$31K	–	1995
2022 Q2	$31K	Hold	1,122	–	–	0.01%	887
2022 Q1	$28K	Sell	1,122 -215	-16%	-$6.07K	0.01%	971
2021 Q4	$38K	Buy	1,337 +9	+0.7%	+$269	0.01%	980
2021 Q3	$41K	Hold	1,328	–	–	0.01%	931
2021 Q2	$40K	Hold	1,328	–	–	0.01%	916
2021 Q1	$39K	Sell	1,328 -75	-5%	-$2.45K	0.01%	861
2020 Q4	$41K	Sell	1,403 -450	-24%	-$13.2K	0.01%	750
2020 Q3	$55K	Sell	1,853 -200	-10%	-$6.83K	0.02%	522
2020 Q2	$75K	Sell	2,053 -12	-0.6%	-$383	0.03%	423
2020 Q1	$55K	Buy	2,065 +115	+6%	+$2.79K	0.03%	437
2019 Q4	$46K	Hold	1,950	–	–	0.02%	494
2019 Q3	$42K	Sell	1,950 -1,675	-46%	-$33.7K	0.02%	474
2019 Q2	$71K	Buy	+3,625	New	+$68.2K	0.03%	380

Other funds holding ZTO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's ZTO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ZTO Express (ZTO) in Q3 2022, closing a stake of 1,122 shares — an estimated $31K sold.

Patriot Financial Group Insurance Agency first reported a position in ZTO in Q2 2019 and held it in 13 quarters. The position peaked at $75K in Q2 2020. 244 funds tracked by Wall St. Rank hold ZTO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ZTO Express position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,122 ZTO Express shares in Q3 2022, an estimated $31K.
Patriot Financial Group Insurance Agency first reported a position in ZTO Express in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's ZTO Express position peaked at $75K in Q2 2020.
244 funds tracked by Wall St. Rank held ZTO Express as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.