Sara-Bay Financial’s ZTO Express ZTO Stock Holding History

Sara-Bay Financial’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	-5,268	Closed	-$144K	–	86
2022 Q2	$144K	Buy	+5,268	New	+$135K	0.07%	78
2021 Q3	–	Sell	-8,528	Closed	-$260K	–	85
2021 Q2	$260K	Sell	8,528 -192	-2%	-$5.93K	0.1%	70
2021 Q1	$254K	Sell	8,720 -210,887	-96%	-$6.88M	0.1%	69
2020 Q4	$6.4M	Buy	219,607 +3,037	+1%	+$89.2K	2.89%	14
2020 Q3	$6.48M	Sell	216,570 -2,256	-1%	-$77K	3.52%	9
2020 Q2	$7.94M	Buy	+218,826	New	+$6.98M	4.56%	7

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

Sara-Bay Financial's ZTO Position: Q3 2022 in Review

Sara-Bay Financial sold out of ZTO Express (ZTO) in Q3 2022, closing a stake of 5,268 shares — an estimated $144K sold.

Sara-Bay Financial first reported a position in ZTO in Q2 2020 and held it in 6 quarters. The position peaked at $7.94M in Q2 2020. 243 funds tracked by Wall St. Rank hold ZTO as of Q3 2022.

Sara-Bay Financial reported no remaining ZTO Express position as of Q3 2022 after selling out during the quarter.
Sara-Bay Financial sold 5,268 ZTO Express shares in Q3 2022, an estimated $144K.
Sara-Bay Financial first reported a position in ZTO Express in Q2 2020 and held it in 6 quarters.
Sara-Bay Financial's ZTO Express position peaked at $7.94M in Q2 2020.
243 funds tracked by Wall St. Rank held ZTO Express as of Q3 2022.

Based on Sara-Bay Financial's 13F filing for Q3 2022, filed 18 Oct 2022.