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Rice Hall James & Associates’s Karat Packaging KRT Stock Holding History

Rice Hall James & Associates’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
Q3 		– Sell
-80,351
Closed -$2.38M – 256
2024
Q2 		$2.38M Sell
80,351
-2,855
-3% -$80.2K 0.14% 149
2024
Q1 		$2.38M Buy
83,206
+3,996
+5% +$105K 0.14% 152
2023
Q4 		$1.97M Sell
79,210
-4,804
-6% -$106K 0.11% 177
2023
Q3 		$1.94M Buy
+84,014
New +$1.8M 0.12% 173

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rice Hall James & Associates's KRT Position: Q3 2024 in Review

Rice Hall James & Associates sold out of Karat Packaging (KRT) in Q3 2024, closing a stake of 80,351 shares — an estimated $2.38M sold.

Rice Hall James & Associates first reported a position in KRT in Q3 2023 and held it in 4 quarters. The position peaked at $2.38M in Q1 2024. 100 funds tracked by Wall St. Rank hold KRT as of Q3 2024.

  • Rice Hall James & Associates reported no remaining Karat Packaging position as of Q3 2024 after selling out during the quarter.
  • Rice Hall James & Associates sold 80,351 Karat Packaging shares in Q3 2024, an estimated $2.38M.
  • Rice Hall James & Associates first reported a position in Karat Packaging in Q3 2023 and held it in 4 quarters.
  • Rice Hall James & Associates's Karat Packaging position peaked at $2.38M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2024.

Based on Rice Hall James & Associates's 13F filing for Q3 2024, filed 28 Oct 2024.