R Squared’s Karat Packaging KRT Stock Holding History

R Squared’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
2025 Q1	–	Sell	-640	Closed	-$19.4K	–	925
2024 Q4	$19.4K	Buy	+640	New	+$18.5K	0.02%	894

Other funds holding KRT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

R Squared's KRT Position: Q1 2025 in Review

R Squared sold out of Karat Packaging (KRT) in Q1 2025, closing a stake of 640 shares — an estimated $19.4K sold.

R Squared first reported a position in KRT in Q4 2024 and held it in 1 quarter. The position peaked at $19.4K in Q4 2024. 105 funds tracked by Wall St. Rank hold KRT as of Q1 2025.

R Squared reported no remaining Karat Packaging position as of Q1 2025 after selling out during the quarter.
R Squared sold 640 Karat Packaging shares in Q1 2025, an estimated $19.4K.
R Squared first reported a position in Karat Packaging in Q4 2024 and held it in 1 quarter.
R Squared's Karat Packaging position peaked at $19.4K in Q4 2024.
105 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.