Gotham Asset Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-36,309
Closed -$373K 1453
2023
Q3
$373K Buy
36,309
+4,646
+15% +$47.7K 0.01% 1047
2023
Q2
$411K Buy
+31,663
New +$411K 0.01% 1030