ZIM
KRT icon

Zacks Investment Management’s Karat Packaging KRT Stock Holding History

Zacks Investment 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
Q3 		– Sell
-85,097
Closed -$2.52M – 728
2024
Q2 		$2.52M Buy
85,097
+6,260
+8% +$176K 0.03% 258
2024
Q1 		$2.26M Buy
78,837
+13,505
+21% +$356K 0.02% 295
2023
Q4 		$1.62M Sell
65,332
-1,886
-3% -$41.6K 0.02% 318
2023
Q3 		$1.55M Buy
+67,218
New +$1.44M 0.02% 311

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

Zacks Investment Management's KRT Position: Q3 2024 in Review

Zacks Investment Management sold out of Karat Packaging (KRT) in Q3 2024, closing a stake of 85,097 shares — an estimated $2.52M sold.

Zacks Investment Management first reported a position in KRT in Q3 2023 and held it in 4 quarters. The position peaked at $2.52M in Q2 2024. 100 funds tracked by Wall St. Rank hold KRT as of Q3 2024.

  • Zacks Investment Management reported no remaining Karat Packaging position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 85,097 Karat Packaging shares in Q3 2024, an estimated $2.52M.
  • Zacks Investment Management first reported a position in Karat Packaging in Q3 2023 and held it in 4 quarters.
  • Zacks Investment Management's Karat Packaging position peaked at $2.52M in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.