TJHA
ZTO icon

Thomas J. Herzfeld Advisors’s ZTO Express ZTO Stock Holding History

Thomas J. Herzfeld Advisors’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
2023
Q4 		– Sell
-50
Closed -$1.21K – 355
2023
Q3 		$1.21K Buy
+50
New +$1.27K ﹤0.01% 332

Other funds holding ZTO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Thomas J. Herzfeld Advisors's ZTO Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 50 shares — an estimated $1.21K sold.

Thomas J. Herzfeld Advisors first reported a position in ZTO in Q3 2023 and held it in 1 quarter. The position peaked at $1.21K in Q3 2023. 232 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 50 ZTO Express shares in Q4 2023, an estimated $1.21K.
  • Thomas J. Herzfeld Advisors first reported a position in ZTO Express in Q3 2023 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's ZTO Express position peaked at $1.21K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.