Duckhorn Portfolio shares owned by UBS Group
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $881k | 89k | 9.85 |
| 2023-09-30 | $83k | 8.0k | 10.26 |
| 2023-06-30 | $1.2M | 91k | 12.97 |
| 2023-03-31 | $152k | 9.6k | 15.90 |
| 2022-12-31 | $173k | 10k | 16.57 |
| 2022-09-30 | $190k | 13k | 14.26 |
| 2022-06-30 | $49k | 2.4k | 20.44 |
| 2022-03-31 | $122k | 6.7k | 18.11 |
| 2021-12-31 | $359k | 15k | 23.61 |
| 2021-09-30 | $60k | 2.6k | 22.95 |
| 2021-06-30 | $56k | 2.5k | 22.30 |
| 2021-03-31 | $48k | 2.9k | 16.67 |