Rockefeller Capital Management’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-47,458
| Closed | -$1.01M | – | 1738 |
|
2023
Q4 | $1.01M | Sell |
47,458
-19,337
| -29% | -$411K | ﹤0.01% | 1135 |
|
2023
Q3 | $1.61M | Buy |
+66,795
| New | +$1.61M | 0.01% | 917 |
|
2023
Q1 | – | Sell |
-144
| Closed | -$3K | – | 3940 |
|
2022
Q4 | $3K | Hold |
144
| – | – | ﹤0.01% | 3501 |
|
2022
Q3 | $3K | Buy |
144
+7
| +5% | +$146 | ﹤0.01% | 3523 |
|
2022
Q2 | $3K | Sell |
137
-47
| -26% | -$1.03K | ﹤0.01% | 3711 |
|
2022
Q1 | $4K | Buy |
184
+75
| +69% | +$1.63K | ﹤0.01% | 3455 |
|
2021
Q4 | $3K | Buy |
109
+42
| +63% | +$1.16K | ﹤0.01% | 3470 |
|
2021
Q3 | $2K | Sell |
67
-316
| -83% | -$9.43K | ﹤0.01% | 3491 |
|
2021
Q2 | $10K | Buy |
383
+317
| +480% | +$8.28K | ﹤0.01% | 2789 |
|
2021
Q1 | $1K | Sell |
66
-54,257
| -100% | -$822K | ﹤0.01% | 3209 |
|
2020
Q4 | $1.58M | Buy |
54,323
+36,291
| +201% | +$1.06M | 0.01% | 577 |
|
2020
Q3 | $539K | Buy |
+18,032
| New | +$539K | 0.01% | 765 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2714 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2512 |
|
2019
Q3 | – | Sell |
-392
| Closed | -$7K | – | 1996 |
|
2019
Q2 | $7K | Buy |
+392
| New | +$7K | ﹤0.01% | 1367 |
|