Personal CFO Solutions’s ZTO Express ZTO Stock Holding History

Personal CFO Solutions’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
2020 Q4	–	Sell	-8,769	Closed	–	–	409
2020 Q3	$0	Buy	8,769 +258	+3%	+$8.8K	﹤0.01%	341
2020 Q2	$312K	Buy	8,511 +523	+7%	+$16.7K	0.09%	205
2020 Q1	$212K	Buy	+7,988	New	+$194K	0.08%	232

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Personal CFO Solutions's ZTO Position: Q4 2020 in Review

Personal CFO Solutions sold out of ZTO Express (ZTO) in Q4 2020, closing a stake of 8,769 shares.

Personal CFO Solutions first reported a position in ZTO in Q1 2020 and held it in 3 quarters. The position peaked at $312K in Q2 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

Personal CFO Solutions reported no remaining ZTO Express position as of Q4 2020 after selling out during the quarter.
Personal CFO Solutions sold 8,769 ZTO Express shares in Q4 2020.
Personal CFO Solutions first reported a position in ZTO Express in Q1 2020 and held it in 3 quarters.
Personal CFO Solutions's ZTO Express position peaked at $312K in Q2 2020.
237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.