Brown Brothers Harriman & Co’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Brown Brothers Harriman & Co’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	-1,252	Closed	-$7.27K	–	1607
2024 Q3	$7.27K	Buy	1,252 +99	+9%	+$651	﹤0.01%	1095
2024 Q2	$8.19K	Buy	+1,153	New	+$9.28K	﹤0.01%	990

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

Brown Brothers Harriman & Co's NAPA Position: Q4 2024 in Review

Brown Brothers Harriman & Co sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 1,252 shares — an estimated $7.27K sold.

Brown Brothers Harriman & Co first reported a position in NAPA in Q2 2024 and held it in 2 quarters. The position peaked at $8.19K in Q2 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Brown Brothers Harriman & Co reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Brown Brothers Harriman & Co sold 1,252 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $7.27K.
Brown Brothers Harriman & Co first reported a position in The Duckhorn Portfolio, Inc. in Q2 2024 and held it in 2 quarters.
Brown Brothers Harriman & Co's The Duckhorn Portfolio, Inc. position peaked at $8.19K in Q2 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2024, filed 12 Feb 2025.