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Denali Advisors’s Karat Packaging KRT Stock Holding History

Denali 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
2024
Q2 		– Sell
-26,600
Closed -$761K – 330
2024
Q1 		$761K Sell
26,600
-5,000
-16% -$132K 0.22% 104
2023
Q4 		$785K Buy
31,600
+19,800
+168% +$436K 0.24% 96
2023
Q3 		$272K Buy
11,800
+10,700
+973% +$230K 0.1% 195
2023
Q2 		$20.1K Buy
+1,100
New +$17K 0.01% 342

Other funds holding KRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's KRT Position: Q2 2024 in Review

Denali Advisors sold out of Karat Packaging (KRT) in Q2 2024, closing a stake of 26,600 shares — an estimated $761K sold.

Denali Advisors first reported a position in KRT in Q2 2023 and held it in 4 quarters. The position peaked at $785K in Q4 2023. 101 funds tracked by Wall St. Rank hold KRT as of Q2 2024.

  • Denali Advisors reported no remaining Karat Packaging position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 26,600 Karat Packaging shares in Q2 2024, an estimated $761K.
  • Denali Advisors first reported a position in Karat Packaging in Q2 2023 and held it in 4 quarters.
  • Denali Advisors's Karat Packaging position peaked at $785K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.