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Duckhorn Portfolio shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Householder Group Estate & Retirement Specialist consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Householder Group Estate & Retirement Specialist

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0k 400 7.50
2023-09-30 $4.1k 400 10.26
2023-03-31 $6.0k 400 15.00

More positions owned by Householder Group Estate & Retirement Specialist

FS KKR Common Stock (FSK)
Alps Alerian MF Closed and MF Open (AMLP)
Costco Wholesale Common Stock (COST)
Invesco Exchange MF Closed and MF Open (SPLV)
Apple Common Stock (AAPL)
Digitalbridge Group Common Stock (DBRG)
Schwab Us MF Closed and MF Open (SCHD)
Amazon Common Stock (AMZN)
Invesco Qqq MF Closed and MF Open (QQQ)
Microsoft Corp Common Stock (MSFT)
Woodward Common Stock (WWD)
Nvidia Corp Common Stock (NVDA)
Office Properties Common Stock (OPI)
SPDR S&P MF Closed and MF Open (SPY)
Eli Lilly Common Stock (LLY)

View all positions for Householder Group Estate & Retirement Specialist

Top funds holding Duckhorn Portfolio

Select Equity
Vanguard Group
Massachusetts Financial Services
Dimensional Fund Advisors
Royal Bank of Canada
Assenagon Asset Management
River Road Asset Management
Citadel Advisors
Goldman Sachs Group
Marshall Wace
Chilton Investment
Two Sigma Advisers
Charles Schwab Investment Management
Kennedy Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Duckhorn Portfolio