Toth Financial Advisory’s ZTO Express ZTO Stock Holding History

Toth Financial Advisory’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	-75	Closed	-$2K	–	804
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	623
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	619
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	556
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	501
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	453
2020 Q1	$2K	Buy	+75	New	+$1.82K	﹤0.01%	401
2019 Q4	–	Sell	-12,500	Closed	-$267K	–	532
2019 Q3	$267K	Buy	+12,500	New	+$251K	0.06%	154

Other funds holding ZTO

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Serenity Capital Palo Alto, California $167M AUM

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

Toth Financial Advisory's ZTO Position: Q3 2021 in Review

Toth Financial Advisory sold out of ZTO Express (ZTO) in Q3 2021, closing a stake of 75 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in ZTO in Q3 2019 and held it in 7 quarters. The position peaked at $267K in Q3 2019. 209 funds tracked by Wall St. Rank hold ZTO as of Q3 2021.

Toth Financial Advisory reported no remaining ZTO Express position as of Q3 2021 after selling out during the quarter.
Toth Financial Advisory sold 75 ZTO Express shares in Q3 2021, an estimated $2K.
Toth Financial Advisory first reported a position in ZTO Express in Q3 2019 and held it in 7 quarters.
Toth Financial Advisory's ZTO Express position peaked at $267K in Q3 2019.
209 funds tracked by Wall St. Rank held ZTO Express as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.