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Summitview Investment Management’s ZTO Express ZTO Stock Holding History

Summitview Investment 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
2017
Q3 		$1.9M Buy
+135,600
New +$1.96M 30.78% 2
2017
Q1 		– Sell
-1,650,000
Closed -$19.9M – 8
2016
Q4 		$19.9M Buy
+1,650,000
New +$23.8M 18.17% 3

Other funds holding ZTO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Summitview Investment Management's ZTO Position: Q3 2017 in Review

Summitview Investment Management opened a new position in ZTO Express (ZTO) in Q3 2017: 135,600 shares worth $1.9M. The stake represents 30.78% of the portfolio and ranks #2 among its holdings. This is a return to the name: Summitview Investment Management previously reported a position in ZTO as recently as Q4 2016.

Summitview Investment Management first reported a position in ZTO in Q4 2016 and has held it in 2 quarters since. The position peaked at $19.9M in Q4 2016. 103 funds tracked by Wall St. Rank hold ZTO as of Q3 2017.

  • Summitview Investment Management held 135,600 shares of ZTO Express worth $1.9M as of Q3 2017.
  • ZTO Express was a new Summitview Investment Management position in Q3 2017.
  • ZTO Express made up 30.78% of Summitview Investment Management's portfolio in Q3 2017, its #2 holding.
  • Summitview Investment Management first reported a position in ZTO Express in Q4 2016 and has held it in 2 quarters since.
  • Summitview Investment Management's ZTO Express position peaked at $19.9M in Q4 2016.
  • 103 funds tracked by Wall St. Rank held ZTO Express as of Q3 2017.

Based on Summitview Investment Management's 13F filing for Q3 2017, filed 17 Oct 2017.