Calamos Advisors’s Karat Packaging KRT Stock Holding History

Calamos Advisors’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	-15,222	Closed	-$351K	–	954
2023 Q3	$351K	Buy	+15,222	New	+$327K	﹤0.01%	729

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

Calamos Advisors's KRT Position: Q4 2023 in Review

Calamos Advisors sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 15,222 shares — an estimated $351K sold.

Calamos Advisors first reported a position in KRT in Q3 2023 and held it in 1 quarter. The position peaked at $351K in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

Calamos Advisors reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
Calamos Advisors sold 15,222 Karat Packaging shares in Q4 2023, an estimated $351K.
Calamos Advisors first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
Calamos Advisors's Karat Packaging position peaked at $351K in Q3 2023.
94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on Calamos Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.