Wellington Management Group
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Wellington Management Group’s ZTO Express ZTO Stock Holding History

Wellington Management Group’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
2025
Q1 		– Sell
-115,699
Closed -$2.26M – 2066
2024
Q4 		$2.26M Sell
115,699
-2,258
-2% -$49.5K ﹤0.01% 1542
2024
Q3 		$2.92M Sell
117,957
-23,892
-17% -$495K ﹤0.01% 1452
2024
Q2 		$2.94M Sell
141,849
-1,985,587
-93% -$43.4M ﹤0.01% 1431
2024
Q1 		$44.5M Sell
2,127,436
-5,729,301
-73% -$110M 0.01% 741
2023
Q4 		$167M Sell
7,856,737
-2,813,463
-26% -$63.9M 0.03% 431
2023
Q3 		$258M Sell
10,670,200
-1,300,357
-11% -$33.1M 0.05% 316
2023
Q2 		$300M Sell
11,970,557
-2,808,471
-19% -$77.3M 0.06% 304
2023
Q1 		$424M Sell
14,779,028
-2,029,305
-12% -$55.4M 0.08% 232
2022
Q4 		$452M Sell
16,808,333
-7,002,834
-29% -$161M 0.09% 214
2022
Q3 		$572M Buy
23,811,167
+5,938,529
+33% +$155M 0.12% 172
2022
Q2 		$491M Buy
17,872,638
+12,273,426
+219% +$314M 0.1% 197
2022
Q1 		$140M Buy
5,599,212
+2,182,319
+64% +$61.6M 0.02% 513
2021
Q4 		$96.4M Buy
3,416,893
+1,601,526
+88% +$47.8M 0.02% 639
2021
Q3 		$55.7M Sell
1,815,367
-2,515,066
-58% -$72.2M 0.01% 783
2021
Q2 		$131M Buy
4,330,433
+229,701
+6% +$7.09M 0.02% 558
2021
Q1 		$120M Buy
4,100,732
+410,853
+11% +$13.4M 0.02% 556
2020
Q4 		$108M Buy
3,689,879
+2,830,072
+329% +$83.1M 0.02% 572
2020
Q3 		$25.7M Buy
859,807
+747,236
+664% +$25.5M 0.01% 886
2020
Q2 		$4.13M Buy
112,571
+82,646
+276% +$2.63M ﹤0.01% 1243
2020
Q1 		$792K Buy
+29,925
New +$725K ﹤0.01% 1588
2018
Q1 		– Sell
-40,729
Closed -$645K – 2340
2017
Q4 		$645K Buy
+40,729
New +$642K ﹤0.01% 2000
2017
Q3 		– Sell
-952,449
Closed -$13.3M – 2300
2017
Q2 		$13.3M Sell
952,449
-1,600,222
-63% -$22.1M ﹤0.01% 1135
2017
Q1 		$33.4M Buy
2,552,671
+1,476,814
+137% +$19.1M 0.01% 860
2016
Q4 		$13M Buy
+1,075,857
New +$15.5M ﹤0.01% 1124

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM

Wellington Management Group's ZTO Position: Q1 2025 in Review

Wellington Management Group sold out of ZTO Express (ZTO) in Q1 2025, closing a stake of 115,699 shares — an estimated $2.26M sold.

Wellington Management Group first reported a position in ZTO in Q4 2016 and held it in 24 quarters. The position peaked at $572M in Q3 2022. 205 funds tracked by Wall St. Rank hold ZTO as of Q1 2025.

  • Wellington Management Group reported no remaining ZTO Express position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 115,699 ZTO Express shares in Q1 2025, an estimated $2.26M.
  • Wellington Management Group first reported a position in ZTO Express in Q4 2016 and held it in 24 quarters.
  • Wellington Management Group's ZTO Express position peaked at $572M in Q3 2022.
  • 205 funds tracked by Wall St. Rank held ZTO Express as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.