Aristides Capital’s Karat Packaging KRT Stock Holding History

Aristides Capital’s Portfolio KRT Stock Details KRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,000	Closed	-$461K	–	291
2023 Q3	$461K	Buy	+20,000	New	+$429K	0.2%	83

Other funds holding KRT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aristides Capital's KRT Position: Q4 2023 in Review

Aristides Capital sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 20,000 shares — an estimated $461K sold.

Aristides Capital first reported a position in KRT in Q3 2023 and held it in 1 quarter. The position peaked at $461K in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

Aristides Capital reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
Aristides Capital sold 20,000 Karat Packaging shares in Q4 2023, an estimated $461K.
Aristides Capital first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
Aristides Capital's Karat Packaging position peaked at $461K in Q3 2023.
94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on Aristides Capital's 13F filing for Q4 2023, filed 13 Feb 2024.