Amalgamated Bank’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Amalgamated Bank’s Portfolio NAPA Stock Details NAPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,823	Closed	-$11K	–	2991
2024 Q3	$11K	Hold	1,823	–	–	﹤0.01%	2429
2024 Q2	$13K	Buy	1,823 +308	+20%	+$2.48K	﹤0.01%	2327
2024 Q1	$14K	Sell	1,515 -2,813	-65%	-$25.8K	﹤0.01%	2305
2023 Q4	$43K	Sell	4,328 -451	-9%	-$4.55K	﹤0.01%	2324
2023 Q3	$49K	Hold	4,779	–	–	﹤0.01%	2266
2023 Q2	$62K	Sell	4,779 -1,155	-19%	-$16.4K	﹤0.01%	2240
2023 Q1	$94K	Sell	5,934 -1,191	-17%	-$18.7K	﹤0.01%	2081
2022 Q4	$118K	Buy	7,125 +1,255	+21%	+$19.3K	﹤0.01%	2077
2022 Q3	$85K	Buy	5,870 +93	+2%	+$1.67K	﹤0.01%	2223
2022 Q2	$122K	Buy	5,777 +439	+8%	+$8.61K	﹤0.01%	2089
2022 Q1	$97K	Buy	+5,338	New	+$104K	﹤0.01%	2208

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amalgamated Bank's NAPA Position: Q4 2024 in Review

Amalgamated Bank sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 1,823 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in NAPA in Q1 2022 and held it in 11 quarters. The position peaked at $122K in Q2 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Amalgamated Bank reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Amalgamated Bank sold 1,823 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $11K.
Amalgamated Bank first reported a position in The Duckhorn Portfolio, Inc. in Q1 2022 and held it in 11 quarters.
Amalgamated Bank's The Duckhorn Portfolio, Inc. position peaked at $122K in Q2 2022.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Amalgamated Bank's 13F filing for Q4 2024, filed 4 Feb 2025.