Wellington Management Group’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 |
-115,699
| Closed | -$2.26M | – | 2040 |
|
|
2024
Q4 | $2.26M | Sell |
115,699
-2,258
| -2% | -$44.1K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $2.92M | Sell |
117,957
-23,892
| -17% | -$592K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $2.94M | Sell |
141,849
-1,985,587
| -93% | -$41.2M | ﹤0.01% | 1427 |
|
|
2024
Q1 | $44.5M | Sell |
2,127,436
-5,729,301
| -73% | -$120M | 0.01% | 741 |
|
|
2023
Q4 | $167M | Sell |
7,856,737
-2,813,463
| -26% | -$59.9M | 0.03% | 431 |
|
|
2023
Q3 | $258M | Sell |
10,670,200
-1,300,357
| -11% | -$31.4M | 0.05% | 316 |
|
|
2023
Q2 | $300M | Sell |
11,970,557
-2,808,471
| -19% | -$70.4M | 0.06% | 304 |
|
|
2023
Q1 | $424M | Sell |
14,779,028
-2,029,305
| -12% | -$58.2M | 0.08% | 232 |
|
|
2022
Q4 | $452M | Sell |
16,808,333
-7,002,834
| -29% | -$188M | 0.09% | 214 |
|
|
2022
Q3 | $572M | Buy |
23,811,167
+5,938,529
| +33% | +$143M | 0.12% | 172 |
|
|
2022
Q2 | $491M | Buy |
17,872,638
+12,273,426
| +219% | +$337M | 0.1% | 197 |
|
|
2022
Q1 | $140M | Buy |
5,599,212
+2,182,319
| +64% | +$54.6M | 0.02% | 513 |
|
|
2021
Q4 | $96.4M | Buy |
3,416,893
+1,601,526
| +88% | +$45.2M | 0.02% | 639 |
|
|
2021
Q3 | $55.7M | Sell |
1,815,367
-2,515,066
| -58% | -$77.1M | 0.01% | 783 |
|
|
2021
Q2 | $131M | Buy |
4,330,433
+229,701
| +6% | +$6.97M | 0.02% | 558 |
|
|
2021
Q1 | $120M | Buy |
4,100,732
+410,853
| +11% | +$12M | 0.02% | 556 |
|
|
2020
Q4 | $108M | Buy |
3,689,879
+2,830,072
| +329% | +$82.5M | 0.02% | 572 |
|
|
2020
Q3 | $25.7M | Buy |
859,807
+747,236
| +664% | +$22.4M | 0.01% | 886 |
|
|
2020
Q2 | $4.13M | Buy |
112,571
+82,646
| +276% | +$3.03M | ﹤0.01% | 1243 |
|
|
2020
Q1 | $792K | Buy |
+29,925
| New | +$792K | ﹤0.01% | 1588 |
|
|
2018
Q1 | – | Sell |
-40,729
| Closed | -$645K | – | 2295 |
|
|
2017
Q4 | $645K | Buy |
+40,729
| New | +$645K | ﹤0.01% | 1967 |
|
|
2017
Q3 | – | Sell |
-952,449
| Closed | -$13.3M | – | 2229 |
|
|
2017
Q2 | $13.3M | Sell |
952,449
-1,600,222
| -63% | -$22.3M | ﹤0.01% | 1134 |
|
|
2017
Q1 | $33.4M | Buy |
2,552,671
+1,476,814
| +137% | +$19.3M | 0.01% | 860 |
|
|
2016
Q4 | $13M | Buy |
+1,075,857
| New | +$13M | ﹤0.01% | 1123 |
|