Chilton Investment Company’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Chilton Investment Company’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	-105,000	Closed	-$610K	–	213
2024 Q3	$610K	Sell	105,000 -15,974	-13%	-$105K	0.02%	132
2024 Q2	$859K	Hold	120,974	–	–	0.02%	107
2024 Q1	$1.13M	Sell	120,974 -291,067	-71%	-$2.67M	0.03%	106
2023 Q4	$4.06M	Buy	412,041 +106,184	+35%	+$1.07M	0.12%	59
2023 Q3	$3.14M	Buy	305,857 +23,062	+8%	+$285K	0.1%	66
2023 Q2	$3.67M	Buy	282,795 +13,028	+5%	+$185K	0.11%	61
2023 Q1	$4.29M	Buy	269,767 +26,462	+11%	+$416K	0.13%	58
2022 Q4	$4.03M	Buy	+243,305	New	+$3.74M	0.12%	55

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

Chilton Investment Company's NAPA Position: Q4 2024 in Review

Chilton Investment Company sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 105,000 shares — an estimated $610K sold.

Chilton Investment Company first reported a position in NAPA in Q4 2022 and held it in 8 quarters. The position peaked at $4.29M in Q1 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Chilton Investment Company reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Chilton Investment Company sold 105,000 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $610K.
Chilton Investment Company first reported a position in The Duckhorn Portfolio, Inc. in Q4 2022 and held it in 8 quarters.
Chilton Investment Company's The Duckhorn Portfolio, Inc. position peaked at $4.29M in Q1 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Chilton Investment Company's 13F filing for Q4 2024, filed 14 Feb 2025.