Duckhorn Portfolio shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $292k | 28k | 10.26 |
| 2023-06-30 | $375k | 29k | 12.97 |
| 2023-03-31 | $461k | 29k | 15.90 |
| 2022-12-31 | $480k | 29k | 16.57 |
| 2022-09-30 | $419k | 29k | 14.43 |
| 2022-06-30 | $605k | 29k | 21.07 |
| 2022-03-31 | $519k | 29k | 18.18 |
| 2021-12-31 | $656k | 28k | 23.33 |