Duckhorn Portfolio shares owned by Morgan Stanley
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $16M | 2.3M | 7.10 |
| 2024-03-31 | $20M | 2.1M | 9.31 |
| 2023-12-31 | $21M | 2.1M | 9.85 |
| 2023-09-30 | $15M | 1.5M | 10.26 |
| 2023-06-30 | $20M | 1.5M | 12.97 |
| 2022-12-31 | $7.8M | 473k | 16.56 |
| 2022-06-30 | $2.6M | 121k | 21.86 |
| 2022-03-31 | $3.4M | 189k | 18.24 |
| 2021-06-30 | $847k | 39k | 21.62 |