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Duckhorn Portfolio shares owned by Ubs Global Asset Management Americas

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Ubs Global Asset Management Americas from 13F filings

Historical chart of Ubs Global Asset Management Americas investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Ubs Global Asset Management Americas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Ubs Global Asset Management Americas

Quarter filed Position value Share count Share price at filing
2023-12-31 $816k 83k 9.85
2023-09-30 $807k 79k 10.26
2023-06-30 $8.6M 540k 15.90
2023-03-31 $8.6M 540k 15.90
2022-09-30 $6.8M 474k 14.43
2022-06-30 $8.6M 408k 21.06
2022-03-31 $578k 32k 18.19
2021-12-31 $945k 41k 23.34