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Sowell Financial Services’s ZTO Express ZTO Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-12,964
Closed -$393K – 564
2021
Q2 		$393K Sell
12,964
-352
-3% -$10.9K 0.03% 451
2021
Q1 		$422K Buy
13,316
+12,790
+2,432% +$418K 0.01% 719
2020
Q4 		$15K Hold
526
– – ﹤0.01% 1870
2020
Q3 		$16K Buy
526
+306
+139% +$10.4K ﹤0.01% 1661
2020
Q2 		$8K Buy
+220
New +$7.01K ﹤0.01% 1783
2020
Q1 		– Sell
-824
Closed -$19K – 2731
2019
Q4 		$19K Buy
+824
New +$17.8K ﹤0.01% 1462

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Sowell Financial Services's ZTO Position: Q3 2021 in Review

Sowell Financial Services sold out of ZTO Express (ZTO) in Q3 2021, closing a stake of 12,964 shares — an estimated $393K sold.

Sowell Financial Services first reported a position in ZTO in Q4 2019 and held it in 6 quarters. The position peaked at $422K in Q1 2021. 209 funds tracked by Wall St. Rank hold ZTO as of Q3 2021.

  • Sowell Financial Services reported no remaining ZTO Express position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 12,964 ZTO Express shares in Q3 2021, an estimated $393K.
  • Sowell Financial Services first reported a position in ZTO Express in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's ZTO Express position peaked at $422K in Q1 2021.
  • 209 funds tracked by Wall St. Rank held ZTO Express as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.