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Waddell & Reed Financial’s ZTO Express ZTO Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-1,149,496
Closed -$18.2M – 530
2018
Q4 		$18.2M Sell
1,149,496
-307,277
-21% -$4.95M 0.05% 335
2018
Q3 		$24.1M Buy
1,456,773
+853,510
+141% +$16.4M 0.05% 311
2018
Q2 		$12.1M Buy
+603,263
New +$10.9M 0.03% 391

Other funds holding ZTO

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SNN
Shen Neil Nanpeng $36.3K AUM 179.45% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.25B AUM 112.03% 1-Year Est. Return

Waddell & Reed Financial's ZTO Position: Q1 2019 in Review

Waddell & Reed Financial sold out of ZTO Express (ZTO) in Q1 2019, closing a stake of 1,149,496 shares — an estimated $18.2M sold.

Waddell & Reed Financial first reported a position in ZTO in Q2 2018 and held it in 3 quarters. The position peaked at $24.1M in Q3 2018. 188 funds tracked by Wall St. Rank hold ZTO as of Q1 2019.

  • Waddell & Reed Financial reported no remaining ZTO Express position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,149,496 ZTO Express shares in Q1 2019, an estimated $18.2M.
  • Waddell & Reed Financial first reported a position in ZTO Express in Q2 2018 and held it in 3 quarters.
  • Waddell & Reed Financial's ZTO Express position peaked at $24.1M in Q3 2018.
  • 188 funds tracked by Wall St. Rank held ZTO Express as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.