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Summit Wealth & Retirement Planning’s ZTO Express ZTO Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q3 		– Sell
-22,015
Closed -$421K – 133
2019
Q2 		$421K Sell
22,015
-2,070
-9% -$38.9K 0.25% 83
2019
Q1 		$440K Hold
24,085
– – 0.26% 86
2018
Q4 		$381K Buy
+24,085
New +$388K 0.29% 72

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Summit Wealth & Retirement Planning's ZTO Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of ZTO Express (ZTO) in Q3 2019, closing a stake of 22,015 shares — an estimated $421K sold.

Summit Wealth & Retirement Planning first reported a position in ZTO in Q4 2018 and held it in 3 quarters. The position peaked at $440K in Q1 2019. 202 funds tracked by Wall St. Rank hold ZTO as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining ZTO Express position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 22,015 ZTO Express shares in Q3 2019, an estimated $421K.
  • Summit Wealth & Retirement Planning first reported a position in ZTO Express in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's ZTO Express position peaked at $440K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held ZTO Express as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.