Duckhorn Portfolio shares owned by Westwood Holdings
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 4.6M | 5.81 |
| 2024-06-30 | $26M | 3.7M | 7.10 |
| 2024-03-31 | $33M | 3.5M | 9.31 |
| 2023-09-30 | $26M | 2.5M | 10.26 |
| 2023-06-30 | $30M | 2.3M | 12.97 |
| 2023-03-31 | $32M | 2.0M | 15.90 |
| 2022-12-31 | $33M | 2.0M | 16.57 |
| 2022-09-30 | $27M | 1.8M | 14.43 |
| 2022-06-30 | $29M | 1.4M | 21.06 |
| 2022-03-31 | $31M | 1.7M | 18.19 |
| 2021-12-31 | $32M | 1.4M | 23.34 |