Legal & General Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-44,545
Closed -$259K 3407
2024
Q3
$259K Buy
44,545
+602
+1% +$3.96K ﹤0.01% 2637
2024
Q2
$312K Sell
43,943
-214
-0.5% -$1.72K ﹤0.01% 2586
2024
Q1
$411K Buy
44,157
+586
+1% +$5.37K ﹤0.01% 2503
2023
Q4
$429K Hold
43,571
﹤0.01% 2519
2023
Q3
$447K Buy
43,571
+8,843
+25% +$109K ﹤0.01% 2481
2023
Q2
$450K Buy
34,728
+17,594
+103% +$249K ﹤0.01% 2500
2023
Q1
$272K Buy
17,134
+382
+2% +$6.01K ﹤0.01% 2481
2022
Q4
$278K Buy
16,752
+605
+4% +$9.3K ﹤0.01% 2491
2022
Q3
$233K Buy
16,147
+2,202
+16% +$39.4K ﹤0.01% 2568
2022
Q2
$294K Buy
13,945
+3,686
+36% +$72.3K ﹤0.01% 2508
2022
Q1
$187K Sell
10,259
-19
-0.2% -$371 ﹤0.01% 2691
2021
Q4
$239K Buy
10,278
+8,328
+427% +$173K ﹤0.01% 2651
2021
Q3
$45K Hold
1,950
﹤0.01% 3010
2021
Q2
$43K Sell
1,950
-38,300
-95% -$745K ﹤0.01% 3000
2021
Q1
$677K Buy
+40,250
New +$725K ﹤0.01% 2258

Other funds holding NAPA

Legal & General Group's NAPA Position: Q4 2024 in Review

Legal & General Group sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 44,545 shares — an estimated $259K sold.

Legal & General Group first reported a position in NAPA in Q1 2021 and held it in 15 quarters. The position peaked at $677K in Q1 2021. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Legal & General Group reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Legal & General Group sold 44,545 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $259K.
  • Legal & General Group first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 15 quarters.
  • Legal & General Group's The Duckhorn Portfolio, Inc. position peaked at $677K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.