UBS O'Connor’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,800
| Closed | -$231K | – | 438 |
|
|
2024
Q4 | $231K | Buy |
+11,800
| New | +$231K | 0.01% | 303 |
|
|
2024
Q3 | – | Sell |
-126,151
| Closed | -$2.62M | – | 552 |
|
|
2024
Q2 | $2.62M | Sell |
126,151
-56,801
| -31% | -$1.18M | 0.07% | 162 |
|
|
2024
Q1 | $3.83M | Buy |
182,952
+149,302
| +444% | +$3.13M | 0.11% | 105 |
|
|
2023
Q4 | $716K | Buy |
33,650
+11,160
| +50% | +$237K | 0.02% | 302 |
|
|
2023
Q3 | $544K | Sell |
22,490
-6,310
| -22% | -$153K | 0.01% | 378 |
|
|
2023
Q2 | $722K | Sell |
28,800
-53,558
| -65% | -$1.34M | 0.02% | 405 |
|
|
2023
Q1 | $2.36M | Buy |
+82,358
| New | +$2.36M | 0.06% | 285 |
|
|
2022
Q4 | – | Sell |
-152,240
| Closed | -$3.66M | – | 341 |
|
|
2022
Q3 | $3.66M | Sell |
152,240
-90,123
| -37% | -$2.17M | 0.04% | 398 |
|
|
2022
Q2 | $6.65M | Buy |
+242,363
| New | +$6.65M | 0.07% | 171 |
|
|
2022
Q1 | – | Sell |
-250,482
| Closed | -$7.07M | – | 232 |
|
|
2021
Q4 | $7.07M | Buy |
250,482
+52,357
| +26% | +$1.48M | 0.07% | 134 |
|
|
2021
Q3 | $6.08M | Buy |
198,125
+148,125
| +296% | +$4.54M | 0.05% | 184 |
|
|
2021
Q2 | $1.52M | Buy |
+50,000
| New | +$1.52M | 0.01% | 515 |
|
|
2020
Q3 | – | Sell |
-54,645
| Closed | -$2.01M | – | 333 |
|
|
2020
Q2 | $2.01M | Buy |
+54,645
| New | +$2.01M | 0.04% | 216 |
|