Steven Check’s Karat Packaging KRT Stock Holding History

Steven Check’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
2023 Q4	–	Sell	-20,000	Closed	-$461K	–	46
2023 Q3	$461K	Buy	+20,000	New	+$429K	0.02%	26

Other funds holding KRT

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steven Check's KRT Position: Q4 2023 in Review

Steven Check sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 20,000 shares — an estimated $461K sold.

Steven Check first reported a position in KRT in Q3 2023 and held it in 1 quarter. The position peaked at $461K in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

Steven Check reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
Steven Check sold 20,000 Karat Packaging shares in Q4 2023, an estimated $461K.
Steven Check first reported a position in Karat Packaging in Q3 2023 and held it in 1 quarter.
Steven Check's Karat Packaging position peaked at $461K in Q3 2023.
94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on Check Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.