Blue Trust Inc’s Karat Packaging KRT Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-500	Closed	-$12K	–	2477
2023 Q4	$12K	Hold	500	–	–	﹤0.01%	1520
2023 Q3	$9K	Hold	500	–	–	﹤0.01%	1438
2023 Q2	$7K	Buy	+500	New	+$7.71K	﹤0.01%	1423

Other funds holding KRT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

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

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Blue Trust Inc's KRT Position: Q1 2024 in Review

Blue Trust Inc sold out of Karat Packaging (KRT) in Q1 2024, closing a stake of 500 shares — an estimated $12K sold.

Blue Trust Inc first reported a position in KRT in Q2 2023 and held it in 3 quarters. The position peaked at $12K in Q4 2023. 93 funds tracked by Wall St. Rank hold KRT as of Q1 2024.

Blue Trust Inc reported no remaining Karat Packaging position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 500 Karat Packaging shares in Q1 2024, an estimated $12K.
Blue Trust Inc first reported a position in Karat Packaging in Q2 2023 and held it in 3 quarters.
Blue Trust Inc's Karat Packaging position peaked at $12K in Q4 2023.
93 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.