HighTower Advisors’s Karat Packaging KRT Stock Holding History

HighTower 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
2022 Q4	–	Sell	-14,888	Closed	-$238K	–	3436
2022 Q3	$238K	Hold	14,888	–	–	﹤0.01%	2492
2022 Q2	$254K	Hold	14,888	–	–	﹤0.01%	2467
2022 Q1	$296K	Hold	14,888	–	–	﹤0.01%	2536
2021 Q4	$301K	Hold	14,888	–	–	﹤0.01%	2470
2021 Q3	$313K	Hold	14,888	–	–	﹤0.01%	2382
2021 Q2	$303K	Buy	+14,888	New	+$283K	﹤0.01%	2363

Other funds holding KRT

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

KCM

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

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

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

HighTower Advisors's KRT Position: Q4 2022 in Review

HighTower Advisors sold out of Karat Packaging (KRT) in Q4 2022, closing a stake of 14,888 shares — an estimated $238K sold.

HighTower Advisors first reported a position in KRT in Q2 2021 and held it in 6 quarters. The position peaked at $313K in Q3 2021. 45 funds tracked by Wall St. Rank hold KRT as of Q4 2022.

HighTower Advisors reported no remaining Karat Packaging position as of Q4 2022 after selling out during the quarter.
HighTower Advisors sold 14,888 Karat Packaging shares in Q4 2022, an estimated $238K.
HighTower Advisors first reported a position in Karat Packaging in Q2 2021 and held it in 6 quarters.
HighTower Advisors's Karat Packaging position peaked at $313K in Q3 2021.
45 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.