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Hillsdale Investment Management’s Karat Packaging KRT Stock Holding History

Hillsdale Investment 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
2024
Q2 		– Sell
-4,800
Closed -$137K – 643
2024
Q1 		$137K Sell
4,800
-1,500
-24% -$39.5K 0.01% 408
2023
Q4 		$157K Hold
6,300
– – 0.01% 387
2023
Q3 		$145K Buy
+6,300
New +$135K 0.01% 364

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UBS Group
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WA
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American Century Companies
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Hillsdale Investment Management's KRT Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Karat Packaging (KRT) in Q2 2024, closing a stake of 4,800 shares — an estimated $137K sold.

Hillsdale Investment Management first reported a position in KRT in Q3 2023 and held it in 3 quarters. The position peaked at $157K in Q4 2023. 101 funds tracked by Wall St. Rank hold KRT as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Karat Packaging position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,800 Karat Packaging shares in Q2 2024, an estimated $137K.
  • Hillsdale Investment Management first reported a position in Karat Packaging in Q3 2023 and held it in 3 quarters.
  • Hillsdale Investment Management's Karat Packaging position peaked at $157K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.