Aviva’s Karat Packaging KRT Stock Holding History

Aviva’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
2024 Q4	–	Sell	-8,391	Closed	-$217K	–	880
2024 Q3	$217K	Buy	8,391 +1,048	+14%	+$28.1K	﹤0.01%	870
2024 Q2	$217K	Buy	+7,343	New	+$206K	﹤0.01%	896

Other funds holding KRT

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Aviva's KRT Position: Q4 2024 in Review

Aviva sold out of Karat Packaging (KRT) in Q4 2024, closing a stake of 8,391 shares — an estimated $217K sold.

Aviva first reported a position in KRT in Q2 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 102 funds tracked by Wall St. Rank hold KRT as of Q4 2024.

Aviva reported no remaining Karat Packaging position as of Q4 2024 after selling out during the quarter.
Aviva sold 8,391 Karat Packaging shares in Q4 2024, an estimated $217K.
Aviva first reported a position in Karat Packaging in Q2 2024 and held it in 2 quarters.
Aviva's Karat Packaging position peaked at $217K in Q3 2024.
102 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2024.

Based on Aviva's 13F filing for Q4 2024, filed 13 Feb 2025.