JFG
NAPA

Jefferies Financial Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Jefferies Financial Group’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
-53,310
Closed -$310K – 1928
2024
Q3 		$310K Buy
+53,310
New +$351K ﹤0.01% 1107

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

Jefferies Financial Group's NAPA Position: Q4 2024 in Review

Jefferies Financial Group sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 53,310 shares — an estimated $310K sold.

Jefferies Financial Group first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $310K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Jefferies Financial Group reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 53,310 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $310K.
  • Jefferies Financial Group first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • Jefferies Financial Group's The Duckhorn Portfolio, Inc. position peaked at $310K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.