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Raleigh Capital Management’s Karat Packaging KRT Stock Holding History

Raleigh Capital 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
Q1 		– Sell
-375
Closed -$9.3K – 1086
2023
Q4 		$9.3K Buy
375
+20
+6% +$441 ﹤0.01% 609
2023
Q3 		$8.19K Buy
+355
New +$7.62K ﹤0.01% 584

Other funds holding KRT

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Raleigh Capital Management's KRT Position: Q1 2024 in Review

Raleigh Capital Management sold out of Karat Packaging (KRT) in Q1 2024, closing a stake of 375 shares — an estimated $9.3K sold.

Raleigh Capital Management first reported a position in KRT in Q3 2023 and held it in 2 quarters. The position peaked at $9.3K in Q4 2023. 93 funds tracked by Wall St. Rank hold KRT as of Q1 2024.

  • Raleigh Capital Management reported no remaining Karat Packaging position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 375 Karat Packaging shares in Q1 2024, an estimated $9.3K.
  • Raleigh Capital Management first reported a position in Karat Packaging in Q3 2023 and held it in 2 quarters.
  • Raleigh Capital Management's Karat Packaging position peaked at $9.3K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.