JG
NAPA

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

Jefferies 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
2022
Q3 		$152K Buy
+10,526
New +$188K ﹤0.01% 1407

Other funds holding NAPA

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jefferies Group's NAPA Position: Q3 2022 in Review

Jefferies Group opened a new position in The Duckhorn Portfolio, Inc. (NAPA) in Q3 2022: 10,526 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings.

132 funds tracked by Wall St. Rank hold NAPA as of Q3 2022.

  • Jefferies Group held 10,526 shares of The Duckhorn Portfolio, Inc. worth $152K as of Q3 2022.
  • The Duckhorn Portfolio, Inc. was a new Jefferies Group position in Q3 2022.
  • The Duckhorn Portfolio, Inc. made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1407 holding.
  • 132 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.