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

Isthmus 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
2024 Q4	–	Sell	-35,232	Closed	-$205K	–	219
2024 Q3	$205K	Buy	35,232 +9,940	+39%	+$65.4K	0.02%	192
2024 Q2	$180K	Buy	25,292 +3,503	+16%	+$28.2K	0.02%	195
2024 Q1	$203K	Hold	21,789	–	–	0.02%	196
2023 Q4	$215K	Buy	+21,789	New	+$220K	0.03%	190

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

Isthmus Partners's NAPA Position: Q4 2024 in Review

Isthmus Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 35,232 shares — an estimated $205K sold.

Isthmus Partners first reported a position in NAPA in Q4 2023 and held it in 4 quarters. The position peaked at $215K in Q4 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Isthmus Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Isthmus Partners sold 35,232 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $205K.
Isthmus Partners first reported a position in The Duckhorn Portfolio, Inc. in Q4 2023 and held it in 4 quarters.
Isthmus Partners's The Duckhorn Portfolio, Inc. position peaked at $215K in Q4 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Isthmus Partners's 13F filing for Q4 2024, filed 7 Feb 2025.