Who owns DUCKHORN PORTFOLIO INC?
- Ticker: NAPA
- CUSIP Number: 26414d106
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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 |
|---|---|---|---|---|---|
| Select Equity | 8.4M | $83M | 17% | Dec 2023 |
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| Vanguard Group | 5.1M | $50M | 5% | Dec 2023 |
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| Massachusetts Financial Services | 3.8M | $37M | 10% | Dec 2023 |
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| Dimensional Fund Advisors | 3.6M | $35M | 8% | Dec 2023 |
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| Royal Bank of Canada | 1.6M | $16M | 6% | Dec 2023 |
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| Assenagon Asset Management | 921k | $9.1M | 8% | Dec 2023 |
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| Citadel Advisors | 588k | $5.8M | -33% | Dec 2023 |
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| Goldman Sachs Group | 440k | $4.3M | -79% | Dec 2023 |
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| Marshall Wace | 422k | $4.2M | 100% | Dec 2023 |
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| Chilton Investment | 412k | $4.1M | 35% | Dec 2023 |
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| Two Sigma Advisers | 378k | $3.7M | -18% | Dec 2023 |
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| Charles Schwab Investment Management | 337k | $3.3M | 1% | Dec 2023 |
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| Kennedy Capital Management | 324k | $3.2M | 100% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 316k | $3.1M | 1415% | Dec 2023 |
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| Ppm America | 293k | $2.9M | 0% | Dec 2023 |
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| Vontobel Holding | 262k | $2.6M | 14% | Dec 2023 |
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| GSA Capital Partners | 230k | $2.3M | 100% | Dec 2023 |
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| Ohio Pers | 227k | $2.2M | 34% | Dec 2023 |
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| Millennium Management | 221k | $2.2M | -82% | Dec 2023 |
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| Voloridge Investment Management | 212k | $2.1M | 92% | Dec 2023 |
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| Bank of New York Mellon | 211k | $2.1M | 20% | Dec 2023 |
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| Cambiar Investors | 198k | $2.0M | 0% | Dec 2023 |
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| Two Sigma Investments | 198k | $2.0M | -25% | Dec 2023 |
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| Bank of America Corporation | 151k | $1.5M | -3% | Dec 2023 |
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| Jacobs Levy Equity Management | 139k | $1.4M | -11% | Dec 2023 |
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| Jump Financial | 139k | $1.4M | 48% | Dec 2023 |
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| Jpmorgan Chase & Co | 132k | $1.3M | 67% | Dec 2023 |
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| Tudor Investment Corporation | 130k | $1.3M | 100% | Dec 2023 |
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| Nordea Investment Management Ab | 125k | $1.2M | -5% | Dec 2023 |
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| First Eagle Investment Management | 110k | $1.1M | 100% | Dec 2023 |
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| PDT Partners | 103k | $1.0M | 170% | Dec 2023 |
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| Swiss National Bank | 102k | $1.0M | -10% | Dec 2023 |
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| Credit Suisse | 91k | $891k | 112% | Dec 2023 |
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| UBS Group | 89k | $881k | 1012% | Dec 2023 |
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| Ubs Global Asset Management Americas | 83k | $816k | 5% | Dec 2023 |
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| Barclays | 81k | $794k | 46% | Dec 2023 |
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| Stifel Financial | 77k | $761k | 100% | Dec 2023 |
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| Jane Street | 76k | $744k | 562% | Dec 2023 |
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| Rhumbline Advisers | 68k | $669k | 1% | Dec 2023 |
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| Squarepoint Ops | 65k | $644k | -66% | Dec 2023 |
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| D. E. Shaw & Co | 64k | $626k | -55% | Dec 2023 |
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| Occudo Quantitative Strategies | 60k | $595k | 100% | Dec 2023 |
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| Total Clarity Wealth Management | 56k | $551k | 191% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 47k | $460k | -72% | Dec 2023 |
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| Wedbush Morgan Securities | 46k | $453k | -6% | Dec 2023 |
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| Legal & General Group | 44k | $429k | 0% | Dec 2023 |
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| Numerai GP | 41k | $408k | 16% | Dec 2023 |
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| Alliancebernstein | 31k | $306k | -21% | Dec 2023 |
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| AQR Capital Management | 25k | $244k | 33% | Dec 2023 |
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| State of Wisconsin Investment Board | 23k | $231k | 8% | Dec 2023 |
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| Aigen Investment Management | 23k | $226k | 78% | Dec 2023 |
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| SG Americas Securities | 22k | $221k | -28% | Dec 2023 |
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| Principal Financial Group | 22k | $221k | 21% | Dec 2023 |
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| MetLife Investment Advisors | 22k | $220k | 0% | Dec 2023 |
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| Mesirow Financial Investment Management International Equity | 22k | $220k | 0% | Dec 2023 |
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| New York Life Investment Management | 22k | $216k | -2% | Dec 2023 |
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| American International | 22k | $215k | 0% | Dec 2023 |
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| Isthmus Partners | 22k | $215k | 100% | Dec 2023 |
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| Teacher Retirement System Of Texas | 21k | $202k | 49% | Dec 2023 |
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| Allspring Global Investments Holdings | 19k | $172k | 9% | Mar 2024 |
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| Mirae Asset Global Investments | 18k | $182k | 0% | Dec 2023 |
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| Wells Fargo & Company | 18k | $179k | 35% | Dec 2023 |
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| Bessemer | 17k | $172k | 51% | Dec 2023 |
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| Henderson Group | 17k | $167k | 0% | Dec 2023 |
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| Zurcher Kantonalbank | 17k | $165k | 13% | Dec 2023 |
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| Victory Capital Management | 17k | $163k | -36% | Dec 2023 |
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| Heritage Trust | 17k | $163k | -29% | Dec 2023 |
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| Point72 Asset Management | 16k | $162k | 100% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 16k | $156k | -3% | Dec 2023 |
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| New York State Common Retirement Fund | 15k | $151k | -1% | Dec 2023 |
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| Citigroup | 15k | $150k | 295% | Dec 2023 |
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| Arizona State Retirement System | 15k | $143k | -2% | Dec 2023 |
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| Captrust Financial Advisors | 14k | $142k | 100% | Dec 2023 |
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| Vident Advisory | 13k | $125k | 100% | Dec 2023 |
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| Florida State Board of Administration | 13k | $124k | 0% | Dec 2023 |
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| Mackenzie Financial | 12k | $117k | 100% | Dec 2023 |
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| T. Rowe Price Associates | 11k | $109k | 100% | Dec 2023 |
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| Dynamic Advisors Solutions | 10k | $93k | 0% | Mar 2024 |
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| DekaBank Deutsche Girozentrale | 5.3k | $52k | 0% | Dec 2023 |
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| Lazard Asset Management | 5.3k | $52k | -50% | Dec 2023 |
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| Russell Investments | 5.3k | $52k | -77% | Dec 2023 |
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| Summit Investment Advisors | 4.3k | $43k | 0% | Dec 2023 |
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| Amalgamated Bank | 4.3k | $43k | -9% | Dec 2023 |
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| Metropolitan Life Insurance Company | 2.6k | $25k | 0% | Dec 2023 |
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| Pnc Financial Services | 2.4k | $24k | 563% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 1.7k | $17k | -36% | Dec 2023 |
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| CWM | 1.6k | $15k | -76% | Mar 2024 |
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| Advantage Trust | 1.5k | $15k | 100% | Dec 2023 |
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| Ronald Blue Trust | 1.4k | $14k | 100% | Dec 2023 |
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| Signature | 848.00 | $8.4k | 187% | Dec 2023 |
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| Huntington National Bank | 819.00 | $8.1k | -7% | Dec 2023 |
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| Advisor Group Holdings | 707.00 | $7.0k | -87% | Dec 2023 |
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| Lindbrook Capital | 642.00 | $6.3k | 247% | Dec 2023 |
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| Quadrant Capital | 609.00 | $6.0k | -73% | Dec 2023 |
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| Us Bancorp | 480.00 | $4.7k | 100% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 400.00 | $3.0k | 0% | Dec 2023 |
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| SJS Investment Consulting | 380.00 | $3.5k | -1% | Mar 2024 |
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| Farther Finance Advisors | 326.00 | $3.2k | 1204% | Dec 2023 |
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| Parallel Advisors | 269.00 | $2.6k | -38% | Dec 2023 |
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| Benjamin F. Edwards & Company | 250.00 | $2.0k | 100% | Dec 2023 |
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| Bogart Wealth | 200.00 | $2.0k | 0% | Dec 2023 |
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| Valley National Advisers | 105.00 | $999.999000 | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 100.00 | $1.0k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 85.00 | $837.998000 | -93% | Dec 2023 |
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| GAMMA Investing | 64.00 | $596.000000 | 45% | Mar 2024 |
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| Bell Investment Advisors | 50.00 | $493.000000 | 100% | Dec 2023 |
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| Glassman Wealth Services | 43.00 | $424.001500 | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 42.00 | $413.998200 | 0% | Dec 2023 |
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| Zrc Wealth Management | 28.00 | $287.999600 | 0% | Dec 2023 |
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| Covestor | 16.00 | $0 | 23% | Dec 2023 |
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| Global Retirement Partners | 15.00 | $135.000000 | 100% | Dec 2023 |
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| JFS Wealth Advisors | 5.00 | $50.000000 | 0% | Dec 2023 |
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| DiNuzzo Private Wealth | 4.00 | $40.000000 | 100% | Dec 2023 |
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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 |
| Alyeska Investment Group | Sep 2023 | 651k | $6.7M |
| Algert Coldiron Investors | Sep 2023 | 217k | $2.2M |
| CornerCap Investment Counsel | Sep 2023 | 83k | $856k |
| Healthcare Of Ontario Pension Plan Trust Fund | Sep 2023 | 81k | $831k |
| Hsbc Holdings | Sep 2023 | 76k | $798k |
| Gotham Asset Management | Sep 2023 | 36k | $373k |
| Toroso Investments | Sep 2023 | 23k | $240k |
| Quadrature Capital | Sep 2023 | 21k | $212k |
| Arp Americas | Sep 2023 | 19k | $196k |
| State of Wyoming | Sep 2023 | 14k | $147k |
| Franklin Resources | Sep 2023 | 13k | $135k |
| Caxton Associates | Sep 2023 | 11k | $112k |
| Benjamin Edwards | Sep 2023 | 11k | $108k |
| Simplex Trading | Sep 2023 | 3.7k | $37k |
| Milestone Investment Advisors | Sep 2023 | 1.0k | $10k |
| Sandy Spring Bank | Sep 2023 | 100.00 | $1.0k |
| Massmutual Trust | Dec 2023 | 69.00 | $680.001900 |
| Efficient Wealth Management | Sep 2023 | 41.00 | $0 |
| Baker Avenue Asset Management | Sep 2023 | 37.00 | $380.001100 |
| NISA Investment Advisors | Sep 2023 | 20.00 | $205.000000 |
| Versant Capital Management | Dec 2023 | 18.00 | $176.999400 |