Duckhorn Portfolio shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25k | 4.3k | 5.81 |
| 2024-06-30 | $31k | 4.3k | 7.10 |
| 2024-03-31 | $40k | 4.3k | 9.31 |
| 2023-12-31 | $43k | 4.3k | 9.85 |
| 2023-09-30 | $44k | 4.3k | 10.26 |
| 2023-06-30 | $44k | 3.4k | 12.97 |
| 2023-03-31 | $53k | 3.4k | 15.90 |
| 2022-12-31 | $55k | 3.4k | 16.41 |
| 2022-09-30 | $40k | 2.8k | 14.42 |
| 2022-06-30 | $58k | 2.8k | 20.92 |
| 2022-03-31 | $50k | 2.8k | 18.03 |
| 2021-12-31 | $65k | 2.8k | 23.44 |
| 2021-09-30 | $36k | 1.6k | 22.74 |
| 2021-06-30 | $35k | 1.6k | 22.11 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors