Jacobs Levy Equity Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-139,222
Closed -$1.37M 1074
2023
Q4
$1.37M Sell
139,222
-17,300
-11% -$170K 0.01% 668
2023
Q3
$1.61M Buy
156,522
+107,804
+221% +$1.11M 0.01% 600
2023
Q2
$632K Buy
+48,718
New +$632K ﹤0.01% 779