AF
NAPA

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

Amalgamated Financial’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
2022
Q1 		$97K Buy
+5,338
New +$104K ﹤0.01% 2160

Other funds holding NAPA

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Amalgamated Financial's NAPA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in The Duckhorn Portfolio, Inc. (NAPA) in Q1 2022: 5,338 shares worth $97K. The stake represents ﹤0.01% of the portfolio and ranks #2160 among its holdings.

120 funds tracked by Wall St. Rank hold NAPA as of Q1 2022.

  • Amalgamated Financial held 5,338 shares of The Duckhorn Portfolio, Inc. worth $97K as of Q1 2022.
  • The Duckhorn Portfolio, Inc. was a new Amalgamated Financial position in Q1 2022.
  • The Duckhorn Portfolio, Inc. made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2160 holding.
  • 120 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.