Cambiar Investors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Cambiar Investors’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	-196,660	Closed	-$1.14M	–	163
2024 Q3	$1.14M	Buy	196,660 +207	+0.1%	+$1.36K	0.04%	130
2024 Q2	$1.39M	Hold	196,453	–	–	0.05%	133
2024 Q1	$1.83M	Sell	196,453 -1,985	-1%	-$18.2K	0.07%	133
2023 Q4	$1.95M	Hold	198,438	–	–	0.08%	135
2023 Q3	$2.04M	Buy	+198,438	New	+$2.46M	0.09%	129

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

Cambiar Investors's NAPA Position: Q4 2024 in Review

Cambiar Investors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 196,660 shares — an estimated $1.14M sold.

Cambiar Investors first reported a position in NAPA in Q3 2023 and held it in 5 quarters. The position peaked at $2.04M in Q3 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Cambiar Investors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Cambiar Investors sold 196,660 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $1.14M.
Cambiar Investors first reported a position in The Duckhorn Portfolio, Inc. in Q3 2023 and held it in 5 quarters.
Cambiar Investors's The Duckhorn Portfolio, Inc. position peaked at $2.04M in Q3 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Cambiar Investors's 13F filing for Q4 2024, filed 29 Jan 2025.