IIM
NAPA

INTECH Investment Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

INTECH Investment Management’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
-14,850
Closed -$86.3K – 2428
2024
Q3 		$86.3K Buy
+14,850
New +$97.7K ﹤0.01% 1911

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

INTECH Investment Management's NAPA Position: Q4 2024 in Review

INTECH Investment Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 14,850 shares — an estimated $86.3K sold.

INTECH Investment Management first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $86.3K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • INTECH Investment Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • INTECH Investment Management sold 14,850 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $86.3K.
  • INTECH Investment Management first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • INTECH Investment Management's The Duckhorn Portfolio, Inc. position peaked at $86.3K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on INTECH Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.