CIP
NAPA

Cornerstone Investment Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Cornerstone Investment Partners’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 		– Sell
-9,045
Closed -$211K – 302
2021
Q4 		$211K Hold
9,045
– – 0.01% 230
2021
Q3 		$207K Buy
+9,045
New +$197K 0.01% 187

Other funds holding NAPA

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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 $298B AUM 21.96% 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

Cornerstone Investment Partners's NAPA Position: Q1 2022 in Review

Cornerstone Investment Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q1 2022, closing a stake of 9,045 shares — an estimated $211K sold.

Cornerstone Investment Partners first reported a position in NAPA in Q3 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 120 funds tracked by Wall St. Rank hold NAPA as of Q1 2022.

  • Cornerstone Investment Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Investment Partners sold 9,045 The Duckhorn Portfolio, Inc. shares in Q1 2022, an estimated $211K.
  • Cornerstone Investment Partners first reported a position in The Duckhorn Portfolio, Inc. in Q3 2021 and held it in 2 quarters.
  • Cornerstone Investment Partners's The Duckhorn Portfolio, Inc. position peaked at $211K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2022.

Based on Cornerstone Investment Partners's 13F filing for Q1 2022, filed 29 Apr 2022.