Principal Securities »

Duckhorn Portfolio shares owned by Principal Securities

Quarter-by-quarter ownership of Duckhorn Portfolio shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duckhorn Portfolio by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $291 50 5.82
2024-06-30 $355 50 7.10
2024-03-31 $466 50 9.32

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Westwood Holdings
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Geode Capital Management
Bank of America Corporation
Assenagon Asset Management
Renaissance Technologies
Northern Trust
Charles Schwab Investment Management

View all funds holding Duckhorn Portfolio