Lester Murray Antman dba SimplyRich ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

Ownership history in Lester Murray Antman dba SimplyRich  ·  4 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS (ZTO) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows ZTO at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZTO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lester Murray Antman dba SimplyRich held ZTO — position size vs. price
% of Fund (quarterly)    ZTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,140 -168 -1.5% 0.07% $280 2026-05-01 $25.14
2025 Q1 REDUCED 11,308 -210 -1.8% 0.06% $224K 2025-05-09 $18.43
2024 Q4 ADDED 11,518 +1,325 +13.0% 0.06% $225K 2025-01-29 $17.91
2024 Q3 INITIATED 10,193 0.07% $252K 2024-10-18 $24.29

FAQ About Lester Murray Antman dba SimplyRich and ZTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning ZTO?

Lester Murray Antman dba SimplyRich reported ZTO across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ZTO position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for ZTO was 0.07% in 2026 Q1.

What is the latest reported ZTO position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 11,140 shares, equal to 0.07% of portfolio, with an estimated market value of $280.

What does the chart on this ZTO ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly ZTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lester Murray Antman dba SimplyRich time their ZTO position?

Based on 13F filing dates vs. subsequent ZTO price moves, Lester Murray Antman dba SimplyRich correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ZTO relative to SPY over the holding period was -35.9%.

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