DZ Bank’s Karat Packaging KRT Stock Holding History

DZ Bank’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 Q3	–	Sell	-10,800	Closed	-$197K	–	1027
2023 Q2	$197K	Hold	10,800	–	–	﹤0.01%	846
2023 Q1	$144K	Hold	10,800	–	–	﹤0.01%	885
2022 Q4	$155K	Hold	10,800	–	–	﹤0.01%	882
2022 Q3	$173K	Hold	10,800	–	–	﹤0.01%	876
2022 Q2	$184K	Hold	10,800	–	–	﹤0.01%	893
2022 Q1	$214K	Sell	10,800 -10,800	-50%	-$187K	﹤0.01%	875
2021 Q4	$434K	Sell	21,600 -10,378	-32%	-$219K	﹤0.01%	899
2021 Q3	$672K	Hold	31,978	–	–	﹤0.01%	735
2021 Q2	$651K	Buy	+31,978	New	+$608K	﹤0.01%	735

Other funds holding KRT

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank's KRT Position: Q3 2023 in Review

DZ Bank sold out of Karat Packaging (KRT) in Q3 2023, closing a stake of 10,800 shares — an estimated $197K sold.

DZ Bank first reported a position in KRT in Q2 2021 and held it in 9 quarters. The position peaked at $672K in Q3 2021. 82 funds tracked by Wall St. Rank hold KRT as of Q3 2023.

DZ Bank reported no remaining Karat Packaging position as of Q3 2023 after selling out during the quarter.
DZ Bank sold 10,800 Karat Packaging shares in Q3 2023, an estimated $197K.
DZ Bank first reported a position in Karat Packaging in Q2 2021 and held it in 9 quarters.
DZ Bank's Karat Packaging position peaked at $672K in Q3 2021.
82 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.