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Shell Asset Management’s ZTO Express ZTO Stock Holding History

Shell Asset Management’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
Q1 		$229K Buy
11,044
+7,800
+240% +$149K 0.01% 767
2023
Q4 		$69K Hold
3,244
– – ﹤0.01% 1130
2023
Q3 		$78K Hold
3,244
– – ﹤0.01% 1131
2023
Q2 		$81K Sell
3,244
-22,984
-88% -$633K ﹤0.01% 1156
2023
Q1 		$752K Hold
26,228
– – 0.03% 434
2022
Q4 		$705K Sell
26,228
-3,100
-11% -$71.2K 0.03% 423
2022
Q3 		$705K Sell
29,328
-10,100
-26% -$263K 0.03% 444
2022
Q2 		$1.08M Sell
39,428
-9,484
-19% -$243K 0.03% 411
2022
Q1 		$1.22M Sell
48,912
-19,600
-29% -$553K 0.03% 438
2021
Q4 		$1.93M Buy
68,512
+12,015
+21% +$359K 0.04% 375
2021
Q3 		$1.73M Sell
56,497
-31,717
-36% -$910K 0.04% 364
2021
Q2 		$2.68M Sell
88,214
-11,700
-12% -$361K 0.05% 312
2021
Q1 		$2.91M Buy
99,914
+800
+0.8% +$26.1K 0.06% 298
2020
Q4 		$2.89M Buy
99,114
+8,735
+10% +$257K 0.06% 323
2020
Q3 		$2.7M Sell
90,379
-8,157
-8% -$278K 0.06% 287
2020
Q2 		$3.62M Buy
98,536
+48,349
+96% +$1.54M 0.09% 227
2020
Q1 		$1.33M Hold
50,187
– – 0.04% 364
2019
Q4 		$1.17M Sell
50,187
-12,200
-20% -$264K 0.03% 492
2019
Q3 		$1.33M Sell
62,387
-700
-1% -$14.1K 0.03% 438
2019
Q2 		$1.21M Buy
63,087
+11,243
+22% +$211K 0.03% 484
2019
Q1 		$948K Buy
+51,844
New +$950K 0.02% 595

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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Shell Asset Management's ZTO Position: Q1 2024 in Review

Shell Asset Management increased its ZTO Express (ZTO) stake by 240% in Q1 2024, buying an estimated $149K and bringing the position to 11,044 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #767.

Shell Asset Management first reported a position in ZTO in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.62M in Q2 2020. 229 funds tracked by Wall St. Rank hold ZTO as of Q1 2024.

  • Shell Asset Management held 11,044 shares of ZTO Express worth $229K as of Q1 2024.
  • Shell Asset Management bought 7,800 ZTO Express shares in Q1 2024, an estimated $149K.
  • ZTO Express made up 0.01% of Shell Asset Management's portfolio in Q1 2024, its #767 holding.
  • Shell Asset Management first reported a position in ZTO Express in Q1 2019 and has held it in 21 quarters since.
  • Shell Asset Management's ZTO Express position peaked at $3.62M in Q2 2020.
  • 229 funds tracked by Wall St. Rank held ZTO Express as of Q1 2024.

Based on Shell Asset Management's 13F filing for Q1 2024, filed 14 May 2024.