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Duckhorn Portfolio shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 1.4k 10.29
2023-03-31 $1.0k 36 27.78

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Ronald Blue Trust

Top funds holding Duckhorn Portfolio

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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