West Oak Capital’s ZTO Express ZTO Stock Holding History

West Oak Capital’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
2020 Q4	–	Sell	-400	Closed	-$12K	–	337
2020 Q3	$12K	Hold	400	–	–	0.01%	226
2020 Q2	$15K	Buy	+400	New	+$12.8K	0.01%	224

Other funds holding ZTO

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

West Oak Capital's ZTO Position: Q4 2020 in Review

West Oak Capital sold out of ZTO Express (ZTO) in Q4 2020, closing a stake of 400 shares — an estimated $12K sold.

West Oak Capital first reported a position in ZTO in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 237 funds tracked by Wall St. Rank hold ZTO as of Q4 2020.

West Oak Capital reported no remaining ZTO Express position as of Q4 2020 after selling out during the quarter.
West Oak Capital sold 400 ZTO Express shares in Q4 2020, an estimated $12K.
West Oak Capital first reported a position in ZTO Express in Q2 2020 and held it in 2 quarters.
West Oak Capital's ZTO Express position peaked at $15K in Q2 2020.
237 funds tracked by Wall St. Rank held ZTO Express as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.