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James Investment Research’s Katapult Holdings KPLT Stock Holding History

James Investment Research’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-800
Closed -$18K – 297
2023
Q2 		$18K Hold
800
– – ﹤0.01% 284
2023
Q1 		$9K Hold
800
– – ﹤0.01% 484
2022
Q4 		$19K Buy
+800
New +$19.1K ﹤0.01% 448

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

James Investment Research's KPLT Position: Q3 2023 in Review

James Investment Research sold out of Katapult Holdings (KPLT) in Q3 2023, closing a stake of 800 shares — an estimated $18K sold.

James Investment Research first reported a position in KPLT in Q4 2022 and held it in 3 quarters. The position peaked at $19K in Q4 2022. 23 funds tracked by Wall St. Rank hold KPLT as of Q3 2023.

  • James Investment Research reported no remaining Katapult Holdings position as of Q3 2023 after selling out during the quarter.
  • James Investment Research sold 800 Katapult Holdings shares in Q3 2023, an estimated $18K.
  • James Investment Research first reported a position in Katapult Holdings in Q4 2022 and held it in 3 quarters.
  • James Investment Research's Katapult Holdings position peaked at $19K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Katapult Holdings as of Q3 2023.

Based on James Investment Research's 13F filing for Q3 2023, filed 31 Oct 2023.