Principal Financial Group
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Principal Financial Group’s ZTO Express ZTO Stock Holding History

Principal Financial Group’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
2024
Q2 		– Sell
-255,373
Closed -$5.35M – 2477
2024
Q1 		$5.35M Sell
255,373
-1,034,760
-80% -$19.8M ﹤0.01% 1543
2023
Q4 		$27.5M Sell
1,290,133
-143,745
-10% -$3.26M 0.02% 688
2023
Q3 		$34.7M Sell
1,433,878
-233,145
-14% -$5.93M 0.02% 531
2023
Q2 		$41.8M Buy
1,667,023
+360,058
+28% +$9.91M 0.03% 480
2023
Q1 		$37.5M Buy
1,306,965
+102,276
+8% +$2.79M 0.03% 518
2022
Q4 		$32.4M Sell
1,204,689
-585
-0% -$13.4K 0.02% 557
2022
Q3 		$29M Buy
1,205,274
+65,940
+6% +$1.72M 0.02% 554
2022
Q2 		$31.3M Buy
1,139,334
+458,225
+67% +$11.7M 0.02% 566
2022
Q1 		$17M Buy
+681,109
New +$19.2M 0.01% 1029

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Principal Financial Group's ZTO Position: Q2 2024 in Review

Principal Financial Group sold out of ZTO Express (ZTO) in Q2 2024, closing a stake of 255,373 shares — an estimated $5.35M sold.

Principal Financial Group first reported a position in ZTO in Q1 2022 and held it in 9 quarters. The position peaked at $41.8M in Q2 2023. 243 funds tracked by Wall St. Rank hold ZTO as of Q2 2024.

  • Principal Financial Group reported no remaining ZTO Express position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 255,373 ZTO Express shares in Q2 2024, an estimated $5.35M.
  • Principal Financial Group first reported a position in ZTO Express in Q1 2022 and held it in 9 quarters.
  • Principal Financial Group's ZTO Express position peaked at $41.8M in Q2 2023.
  • 243 funds tracked by Wall St. Rank held ZTO Express as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.