LOAMU
NAPA

Lombard Odier Asset Management (USA)’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Lombard Odier Asset Management (USA)’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
-29,415
Closed -$171K – 381
2024
Q3 		$171K Buy
+29,415
New +$194K 0.01% 255
2024
Q1 		– Sell
-49,917
Closed -$492K – 496
2023
Q4 		$492K Buy
+49,917
New +$504K 0.01% 255
2023
Q1 		– Sell
-26,071
Closed -$432K – 412
2022
Q4 		$432K Buy
+26,071
New +$401K 0.01% 257
2022
Q2 		– Sell
-16,301
Closed -$297K – 437
2022
Q1 		$297K Buy
+16,301
New +$318K 0.01% 244
2021
Q4 		– Sell
-12,588
Closed -$288K – 436
2021
Q3 		$288K Buy
+12,588
New +$275K 0.01% 272

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s NAPA Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 29,415 shares — an estimated $171K sold.

Lombard Odier Asset Management (USA) first reported a position in NAPA in Q3 2021 and held it in 5 quarters. The position peaked at $492K in Q4 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Lombard Odier Asset Management (USA) reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 29,415 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $171K.
  • Lombard Odier Asset Management (USA) first reported a position in The Duckhorn Portfolio, Inc. in Q3 2021 and held it in 5 quarters.
  • Lombard Odier Asset Management (USA)'s The Duckhorn Portfolio, Inc. position peaked at $492K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.