Duckhorn Portfolio shares owned by Stifel Financial
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by Stifel Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $548k | 77k | 7.10 |
2024-03-31 | $707k | 76k | 9.31 |
2023-12-31 | $761k | 77k | 9.85 |