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Schechter Investment Advisors’s ZTO Express ZTO Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		– Sell
-11,255
Closed -$220K – 690
2024
Q4 		$220K Buy
11,255
+1,204
+12% +$26.4K 0.02% 557
2024
Q3 		$249K Sell
10,051
-234
-2% -$4.85K 0.02% 537
2024
Q2 		$213K Buy
+10,285
New +$225K 0.02% 551

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM

Schechter Investment Advisors's ZTO Position: Q1 2025 in Review

Schechter Investment Advisors sold out of ZTO Express (ZTO) in Q1 2025, closing a stake of 11,255 shares — an estimated $220K sold.

Schechter Investment Advisors first reported a position in ZTO in Q2 2024 and held it in 3 quarters. The position peaked at $249K in Q3 2024. 206 funds tracked by Wall St. Rank hold ZTO as of Q1 2025.

  • Schechter Investment Advisors reported no remaining ZTO Express position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 11,255 ZTO Express shares in Q1 2025, an estimated $220K.
  • Schechter Investment Advisors first reported a position in ZTO Express in Q2 2024 and held it in 3 quarters.
  • Schechter Investment Advisors's ZTO Express position peaked at $249K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held ZTO Express as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.