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Summit Global Investments’s Karat Packaging KRT Stock Holding History

Summit Global Investments’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
-12,695
Closed -$315K – 554
2023
Q4 		$315K Buy
+12,695
New +$280K 0.02% 422

Other funds holding KRT

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

Summit Global Investments's KRT Position: Q1 2024 in Review

Summit Global Investments sold out of Karat Packaging (KRT) in Q1 2024, closing a stake of 12,695 shares — an estimated $315K sold.

Summit Global Investments first reported a position in KRT in Q4 2023 and held it in 1 quarter. The position peaked at $315K in Q4 2023. 93 funds tracked by Wall St. Rank hold KRT as of Q1 2024.

  • Summit Global Investments reported no remaining Karat Packaging position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 12,695 Karat Packaging shares in Q1 2024, an estimated $315K.
  • Summit Global Investments first reported a position in Karat Packaging in Q4 2023 and held it in 1 quarter.
  • Summit Global Investments's Karat Packaging position peaked at $315K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.