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Duckhorn Portfolio shares owned by Ballentine Partners

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Ballentine Partners from 13F filings

Historical chart of Ballentine Partners investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duckhorn Portfolio by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $89k 15k 5.81

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Vanguard Group
Westwood Holdings
BlackRock
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Morgan Stanley
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Verition Fund Management
Geode Capital Management
State Street Corporation

View all funds holding Duckhorn Portfolio