Dynamic Technology Lab’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Dynamic Technology Lab’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	-33,042	Closed	-$192K	–	1432
2024 Q3	$192K	Buy	+33,042	New	+$217K	0.02%	885
2023 Q3	–	Sell	-39,580	Closed	-$513K	–	1408
2023 Q2	$513K	Buy	39,580 +18,318	+86%	+$260K	0.06%	494
2023 Q1	$338K	Buy	+21,262	New	+$334K	0.03%	756
2022 Q2	–	Sell	-52,982	Closed	-$964K	–	1620
2022 Q1	$964K	Buy	+52,982	New	+$1.03M	0.11%	297

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dynamic Technology Lab's NAPA Position: Q4 2024 in Review

Dynamic Technology Lab sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 33,042 shares — an estimated $192K sold.

Dynamic Technology Lab first reported a position in NAPA in Q1 2022 and held it in 4 quarters. The position peaked at $964K in Q1 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Dynamic Technology Lab reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Dynamic Technology Lab sold 33,042 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $192K.
Dynamic Technology Lab first reported a position in The Duckhorn Portfolio, Inc. in Q1 2022 and held it in 4 quarters.
Dynamic Technology Lab's The Duckhorn Portfolio, Inc. position peaked at $964K in Q1 2022.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.