Sierra Ocean’s ZTO Express ZTO Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-225	Closed	-$3.99K	–	1006
2025 Q2	$3.99K	Sell	225 -53	-19%	-$960	﹤0.01%	620
2025 Q1	$5.52K	Sell	278 -200	-42%	-$3.9K	﹤0.01%	566
2024 Q4	$9.35K	Buy	+478	New	+$10.5K	0.01%	443

Other funds holding ZTO

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Ocean's ZTO Position: Q3 2025 in Review

Sierra Ocean sold out of ZTO Express (ZTO) in Q3 2025, closing a stake of 225 shares — an estimated $3.99K sold.

Sierra Ocean first reported a position in ZTO in Q4 2024 and held it in 3 quarters. The position peaked at $9.35K in Q4 2024. 171 funds tracked by Wall St. Rank hold ZTO as of Q3 2025.

Sierra Ocean reported no remaining ZTO Express position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 225 ZTO Express shares in Q3 2025, an estimated $3.99K.
Sierra Ocean first reported a position in ZTO Express in Q4 2024 and held it in 3 quarters.
Sierra Ocean's ZTO Express position peaked at $9.35K in Q4 2024.
171 funds tracked by Wall St. Rank held ZTO Express as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.