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Waratah Capital Advisors’s ZTO Express ZTO Stock Holding History

Waratah Capital 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
2018
Q2 		– Sell
-65,105
Closed -$976K – 183
2018
Q1 		$976K Buy
65,105
+20,238
+45% +$318K 0.1% 81
2017
Q4 		$711K Sell
44,867
-671
-1% -$10.6K 0.08% 86
2017
Q3 		$639K Sell
45,538
-47,277
-51% -$682K 0.08% 101
2017
Q2 		$1.3M Buy
+92,815
New +$1.28M 0.18% 91

Other funds holding ZTO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Waratah Capital Advisors's ZTO Position: Q2 2018 in Review

Waratah Capital Advisors sold out of ZTO Express (ZTO) in Q2 2018, closing a stake of 65,105 shares — an estimated $976K sold.

Waratah Capital Advisors first reported a position in ZTO in Q2 2017 and held it in 4 quarters. The position peaked at $1.3M in Q2 2017. 141 funds tracked by Wall St. Rank hold ZTO as of Q2 2018.

  • Waratah Capital Advisors reported no remaining ZTO Express position as of Q2 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 65,105 ZTO Express shares in Q2 2018, an estimated $976K.
  • Waratah Capital Advisors first reported a position in ZTO Express in Q2 2017 and held it in 4 quarters.
  • Waratah Capital Advisors's ZTO Express position peaked at $1.3M in Q2 2017.
  • 141 funds tracked by Wall St. Rank held ZTO Express as of Q2 2018.

Based on Waratah Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.