Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Stock
-
Total 13F shares
-
112,257,274
-
Share change
-
+61,617
-
Total reported value
-
$1,105,734,277
-
Put/Call ratio
-
14%
-
Price per share
-
$9.85
-
Number of holders
-
150
-
Value change
-
-$818,468
-
Number of buys
-
88
-
Number of sells
-
65
Institutional Holders of The Duckhorn Portfolio, Inc. - Common Stock (NAPA) as of Q4 2023
As of 31 Dec 2023,
The Duckhorn Portfolio, Inc. - Common Stock (NAPA) was held by
150 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
112,257,274 shares.
The largest 10 holders included
TSG Consumer Partners LP, Select Equity Group, L.P., VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, DIMENSIONAL FUND ADVISORS LP, BlackRock Inc., WESTWOOD HOLDINGS GROUP INC, FIL Ltd, MORGAN STANLEY, and ROYAL BANK OF CANADA.
This page lists
150
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.