CCM
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Check Capital Management’s Karat Packaging KRT Stock Holding History

Check Capital Management’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 – 46
2023
Q3 		$461K Buy
+20,000
New +$429K 0.02% 26

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Ameriprise
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Check Capital Management's KRT Position: Q4 2023 in Review

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

Check Capital Management 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.

  • Check Capital Management reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
  • Check Capital Management sold 20,000 Karat Packaging shares in Q4 2023, an estimated $461K.
  • Check Capital Management first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
  • Check Capital Management'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 Check Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.