Empirical Wealth Management’s Karat Packaging KRT Stock Holding History

Empirical Wealth 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 Q3	–	Sell	-330,248	Closed	-$6.03M	–	486
2023 Q2	$6.03M	Sell	330,248 -3,005	-0.9%	-$46.3K	0.24%	86
2023 Q1	$4.44M	Sell	333,253 -1,995	-0.6%	-$29.5K	0.19%	91
2022 Q4	$4.82M	Sell	335,248 -223,380	-40%	-$3.25M	0.23%	82
2022 Q3	$8.93M	Buy	558,628 +439,575	+369%	+$7.96M	0.47%	44
2022 Q2	$2.03M	Buy	119,053 +5	+0%	+$94	0.11%	124
2022 Q1	$2.36M	Buy	+119,048	New	+$2.06M	0.12%	117

Other funds holding KRT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $194B AUM 35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Wealth Management's KRT Position: Q3 2023 in Review

Empirical Wealth Management sold out of Karat Packaging (KRT) in Q3 2023, closing a stake of 330,248 shares — an estimated $6.03M sold.

Empirical Wealth Management first reported a position in KRT in Q1 2022 and held it in 6 quarters. The position peaked at $8.93M in Q3 2022. 82 funds tracked by Wall St. Rank hold KRT as of Q3 2023.

Empirical Wealth Management reported no remaining Karat Packaging position as of Q3 2023 after selling out during the quarter.
Empirical Wealth Management sold 330,248 Karat Packaging shares in Q3 2023, an estimated $6.03M.
Empirical Wealth Management first reported a position in Karat Packaging in Q1 2022 and held it in 6 quarters.
Empirical Wealth Management's Karat Packaging position peaked at $8.93M in Q3 2022.
82 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.