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Gratia Capital’s Karat Packaging KRT Stock Holding History

Gratia Capital’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
-44,184
Closed -$1.26M – 23
2024
Q1 		$1.26M Sell
44,184
-78,041
-64% -$2.06M 1.38% 16
2023
Q4 		$3.04M Sell
122,225
-142,775
-54% -$3.15M 3.51% 12
2023
Q3 		$6.11M Buy
265,000
+121,309
+84% +$2.6M 5.74% 7
2023
Q2 		$2.62M Buy
143,691
+46,291
+48% +$714K 2.77% 14
2023
Q1 		$1.3M Buy
+97,400
New +$1.44M 2.14% 16

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

Gratia Capital's KRT Position: Q2 2024 in Review

Gratia Capital sold out of Karat Packaging (KRT) in Q2 2024, closing a stake of 44,184 shares — an estimated $1.26M sold.

Gratia Capital first reported a position in KRT in Q1 2023 and held it in 5 quarters. The position peaked at $6.11M in Q3 2023. 101 funds tracked by Wall St. Rank hold KRT as of Q2 2024.

  • Gratia Capital reported no remaining Karat Packaging position as of Q2 2024 after selling out during the quarter.
  • Gratia Capital sold 44,184 Karat Packaging shares in Q2 2024, an estimated $1.26M.
  • Gratia Capital first reported a position in Karat Packaging in Q1 2023 and held it in 5 quarters.
  • Gratia Capital's Karat Packaging position peaked at $6.11M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2024.

Based on Gratia Capital's 13F filing for Q2 2024, filed 14 Aug 2024.