EMFAT
KRTX

Emerald Mutual Fund Advisers Trust’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio KRTX Stock Details KRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,445
Closed -$2.78M – 255
2023
Q3 		$2.78M Sell
16,445
-6,278
-28% -$1.18M 0.17% 113
2023
Q2 		$4.93M Sell
22,723
-40,277
-64% -$8.63M 0.27% 104
2023
Q1 		$11.4M Sell
63,000
-16,466
-21% -$3.15M 0.68% 68
2022
Q4 		$15.6M Sell
79,466
-17,240
-18% -$3.7M 0.97% 43
2022
Q3 		$21.8M Sell
96,706
-5,265
-5% -$1.07M 1.37% 13
2022
Q2 		$12.9M Sell
101,971
-108,113
-51% -$12.4M 0.75% 54
2022
Q1 		$26.6M Sell
210,084
-19,371
-8% -$2.18M 1.18% 28
2021
Q4 		$30.1M Buy
229,455
+117,851
+106% +$15.2M 1.06% 38
2021
Q3 		$13.7M Sell
111,604
-87,492
-44% -$10.1M 0.47% 76
2021
Q2 		$22.7M Buy
199,096
+17,120
+9% +$2M 0.74% 50
2021
Q1 		$21.9M Buy
+181,976
New +$20.6M 0.73% 55

Other funds holding KRTX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's KRTX Position: Q4 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q4 2023, closing a stake of 16,445 shares — an estimated $2.78M sold.

Emerald Mutual Fund Advisers Trust first reported a position in KRTX in Q1 2021 and held it in 11 quarters. The position peaked at $30.1M in Q4 2021. 328 funds tracked by Wall St. Rank hold KRTX as of Q4 2023.

  • Emerald Mutual Fund Advisers Trust reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 16,445 Karuna Therapeutics, Inc. Common Stock shares in Q4 2023, an estimated $2.78M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
  • Emerald Mutual Fund Advisers Trust's Karuna Therapeutics, Inc. Common Stock position peaked at $30.1M in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q4 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2023, filed 5 Feb 2024.