Who owns DUCKHORN PORTFOLIO INC?

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Analyze quarterly positions in Duckhorn Portfolio with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Duckhorn Portfolio stock

Who bought or sold DUCKHORN PORTFOLIO INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
TSG Consumer Partners 62M $575M 0% Mar 2024
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Select Equity 8.2M $77M -2% Mar 2024
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Vanguard Group 5.3M $49M 4% Mar 2024
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BlackRock 4.0M $37M 14% Mar 2024
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Massachusetts Financial Services 3.7M $35M 0% Mar 2024
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Dimensional Fund Advisors 3.4M $31M -6% Mar 2024
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Morgan Stanley 2.1M $20M 44% Mar 2024
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Royal Bank of Canada 2.1M $19M 26% Mar 2024
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Assenagon Asset Management 1.3M $12M 41% Mar 2024
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Geode Capital Management 1.1M $11M 19% Mar 2024
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CastleKnight Management 1.1M $10M 100% Mar 2024
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River Road Asset Management 806k $7.5M 100% Mar 2024
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Goldman Sachs Group 676k $6.3M 54% Mar 2024
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Verition Fund Management 587k $5.5M 5640% Mar 2024
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FMR 494k $4.6M -80% Mar 2024
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Kennedy Capital Management 458k $4.3M 41% Mar 2024
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Northern Trust 435k $4.0M 5% Mar 2024
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Citadel Advisors 400k $3.7M -32% Mar 2024
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Charles Schwab Investment Management 362k $3.4M 8% Mar 2024
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First Eagle Investment Management 359k $3.3M 226% Mar 2024
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First Trust Advisors 344k $3.2M 374% Mar 2024
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Deutsche Bank Aktiengesellschaft 316k $2.9M 0% Mar 2024
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Ppm America 293k $2.7M 0% Mar 2024
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Balyasny Asset Management 261k $2.4M 100% Mar 2024
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Two Sigma Advisers 251k $2.3M -34% Mar 2024
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Mcmorgan & Co 229k $2.1M 9% Mar 2024
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UBS Group 225k $2.1M 151% Mar 2024
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Voloridge Investment Management 222k $2.1M 5% Mar 2024
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Bank of New York Mellon 210k $2.0M 0% Mar 2024
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Ohio Pers 199k $1.9M -12% Mar 2024
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Cambiar Investors 197k $1.8M -1% Mar 2024
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Jane Street 190k $1.8M 151% Mar 2024
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PDT Partners 185k $1.7M 80% Mar 2024
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Jpmorgan Chase & Co 183k $1.7M 38% Mar 2024
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Ameriprise Financial 176k $1.6M 100% Mar 2024
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Bank of America Corporation 175k $1.6M 16% Mar 2024
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Susquehanna International 153k $1.4M 548% Mar 2024
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Capstone Investment Advisors 149k $1.4M 100% Mar 2024
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Jump Financial 139k $1.4M 48% Dec 2023
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Stokes Family Office 135k $1.3M 100% Mar 2024
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Two Sigma Investments 134k $1.2M -32% Mar 2024
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Point72 Asset Management 131k $1.2M 699% Mar 2024
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Nordea Investment Management Ab 123k $1.1M -2% Mar 2024
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Chilton Investment 121k $1.1M -71% Mar 2024
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Vontobel Holding 119k $1.1M -55% Mar 2024
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Nuveen Asset Management 118k $1.1M 14% Mar 2024
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Barclays 106k $982k 31% Mar 2024
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Swiss National Bank 102k $952k 0% Mar 2024
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Quantbot Technologies 98k $908k 143% Mar 2024
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Janney Montgomery Scott 94k $878k 100% Mar 2024
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Credit Suisse 91k $842k 0% Mar 2024
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Henderson Group 90k $841k 432% Mar 2024
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Envestnet Asset Management 90k $839k 76% Mar 2024
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Ubs Global Asset Management Americas 83k $772k 0% Mar 2024
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Total Clarity Wealth Management 80k $748k 44% Mar 2024
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Stifel Financial 76k $707k -2% Mar 2024
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Rhumbline Advisers 74k $692k 10% Mar 2024
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GSA Capital Partners 74k $688k -68% Mar 2024
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Landscape Capital Management 71k $662k 100% Mar 2024
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Dark Forest Capital Management 68k $632k 245% Mar 2024
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LPL Financial 65k $602k 100% Mar 2024
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Walleye Trading Advisors 63k $588k 100% Mar 2024
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Moloney Securities Asset Management 55k $515k 100% Mar 2024
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California State Teachers Retirement System 52k $485k -7% Mar 2024
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Sei Investments 50k $468k 100% Mar 2024
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Wedbush Morgan Securities 46k $453k -6% Dec 2023
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Occudo Quantitative Strategies 45k $420k -25% Mar 2024
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Legal & General Group 44k $411k 1% Mar 2024
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New York Life Investment Management 40k $369k 81% Mar 2024
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Nebula Research & Development 32k $296k 203% Mar 2024
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HPM Partners 31k $292k 100% Mar 2024
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Alliancebernstein 31k $306k -21% Dec 2023
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Soviero Asset Management 30k $279k 100% Mar 2024
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Wells Fargo & Company 29k $269k 59% Mar 2024
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Engineers Gate Manager 28k $261k -76% Mar 2024
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D. E. Shaw & Co 24k $220k -63% Mar 2024
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Aigen Investment Management 23k $226k 78% Dec 2023
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Numerai GP 23k $210k -46% Mar 2024
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MetLife Investment Advisors 22k $220k 0% Dec 2023
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American International 22k $215k 0% Dec 2023
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Isthmus Partners 22k $203k 0% Mar 2024
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AdvisorShares Investments 19k $179k 60% Mar 2024
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Allspring Global Investments Holdings 19k $172k 9% Mar 2024
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Mirae Asset Global Investments 18k $287k 0% Mar 2024
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Bessemer 17k $172k 51% Dec 2023
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Millennium Management 17k $160k -92% Mar 2024
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Group One Trading 16k $151k 64696% Mar 2024
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T. Rowe Price Associates 15k $142k 38% Mar 2024
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New York State Common Retirement Fund 15k $141k -1% Mar 2024
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American Century Companies 15k $137k -99% Mar 2024
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Simplicity Wealth 15k $136k 100% Mar 2024
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Bleakley Financial Group 15k $136k 100% Mar 2024
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Bayesian Capital Management 14k $133k 100% Mar 2024
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Arizona State Retirement System 14k $133k -2% Mar 2024
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Ing Investment Management 14k $130k -21% Mar 2024
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Vident Advisory 13k $125k 100% Dec 2023
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Mackenzie Financial 12k $110k 0% Mar 2024
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Cubist Systematic Strategies 11k $105k 100% Mar 2024
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Citigroup 11k $103k -27% Mar 2024
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United Capital Financial Advisers 11k $100k 100% Mar 2024
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Creative Planning 11k $100k 100% Mar 2024
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Dynamic Advisors Solutions 10k $93k 0% Mar 2024
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Zurcher Kantonalbank 7.6k $71k -54% Mar 2024
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Russell Investments 5.9k $55k 11% Mar 2024
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DekaBank Deutsche Girozentrale 5.3k $48k 0% Mar 2024
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Lazard Asset Management 5.3k $52k -50% Dec 2023
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Summit Investment Advisors 4.3k $40k 0% Mar 2024
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Brian McDonald 4.0k $37k 35% Mar 2024
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Pnc Financial Services 3.5k $33k 46% Mar 2024
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Metropolitan Life Insurance Company 2.6k $25k 0% Dec 2023
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Simplex Trading 2.5k $23k 100% Mar 2024
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CWM 1.6k $15k -76% Mar 2024
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Amalgamated Bank 1.5k $14k -65% Mar 2024
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Advantage Trust 1.5k $14k 0% Mar 2024
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Tower Research Capital 1.3k $12k -76% Mar 2024
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Quadrant Capital 859.00 $8.0k 41% Mar 2024
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Northwestern Mutual Wealth Management Company 792.00 $7.4k 100% Mar 2024
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Hanson McClain Advisors 740.00 $6.9k 771% Mar 2024
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Us Bancorp 690.00 $6.4k 44% Mar 2024
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Advisor Group Holdings 486.00 $4.5k -31% Mar 2024
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Householder Group Estate & Retirement Specialist 400.00 $3.7k 0% Mar 2024
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Lindbrook Capital 387.00 $3.6k -40% Mar 2024
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SJS Investment Consulting 380.00 $3.5k -1% Mar 2024
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Bogart Wealth 200.00 $1.9k 0% Mar 2024
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Farther Finance Advisors 172.00 $1.6k -47% Mar 2024
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Signature 168.00 $1.6k -80% Mar 2024
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Private Wealth Management Group 131.00 $1.2k 100% Mar 2024
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Quest Partners 113.00 $1.1k 100% Mar 2024
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National Bank Of Canada /fi/ 100.00 $1.0k 0% Dec 2023
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GAMMA Investing 64.00 $596.000000 45% Mar 2024
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Principal Securities 50.00 $466.000000 100% Mar 2024
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Caldwell Sutter Capital 42.00 $390.999000 0% Mar 2024
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Zrc Wealth Management 28.00 $260.999200 0% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 9.00 $82.999800 100% Mar 2024
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JFS Wealth Advisors 7.00 $66.000200 40% Mar 2024
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Covestor 7.00 $0 -56% Mar 2024
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DiNuzzo Private Wealth 1.00 $10.000000 -75% Mar 2024
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Who sold out of Duckhorn Portfolio?

Fund or Company Name Date Sold Shares Held Valued At
Wellington Management Company Sep 2023 1.1M $11M
Federated Investors Sep 2023 750k $7.7M
Fil Sep 2023 687k $7.1M
Marshall Wace Dec 2023 422k $4.2M
Algert Coldiron Investors Sep 2023 217k $2.2M
Jacobs Levy Equity Management Dec 2023 139k $1.4M
Tudor Investment Corporation Dec 2023 130k $1.3M
Healthcare Of Ontario Pension Plan Trust Fund Sep 2023 81k $831k
Hsbc Holdings Sep 2023 76k $798k
Squarepoint Ops Dec 2023 65k $644k
Connor, Clark & Lunn Investment Management Dec 2023 47k $460k
Cinctive Capital Management Sep 2023 38k $390k
AQR Capital Management Dec 2023 25k $244k
State of Wisconsin Investment Board Dec 2023 23k $231k
SG Americas Securities Dec 2023 22k $221k
Principal Financial Group Dec 2023 22k $221k
Mesirow Financial Investment Management International Equity Dec 2023 22k $220k
Quadrature Capital Sep 2023 21k $212k
Teacher Retirement System Of Texas Dec 2023 21k $202k
Qube Research & Technologies Sep 2023 18k $185k
Victory Capital Management Dec 2023 17k $163k
Heritage Trust Dec 2023 17k $163k
Patriot Financial Group Insurance Agency Dec 2023 16k $156k
Captrust Financial Advisors Dec 2023 14k $142k
Springbok Capital Management Sep 2023 14k $140k
Florida State Board of Administration Dec 2023 13k $124k
Bank Of Oklahoma National Association / Dec 2023 1.7k $17k
Ronald Blue Trust Dec 2023 1.4k $14k
Milestone Investment Advisors Sep 2023 1.0k $10k
Huntington National Bank Dec 2023 819.00 $8.1k
Parallel Advisors Dec 2023 269.00 $2.6k
Benjamin F. Edwards & Company Dec 2023 250.00 $2.0k
Valley National Advisers Dec 2023 105.00 $999.999000
Massmutual Trust Dec 2023 69.00 $680.001900
Bell Investment Advisors Dec 2023 50.00 $493.000000
Glassman Wealth Services Dec 2023 43.00 $424.001500
Versant Capital Management Dec 2023 18.00 $176.999400
Global Retirement Partners Dec 2023 15.00 $135.000000