LRI Investments’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

LRI Investments’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	-1,000	Closed	-$11K	–	1174
2024 Q3	$11K	Hold	1,000	–	–	﹤0.01%	768
2024 Q2	$7.1K	Hold	1,000	–	–	﹤0.01%	816
2024 Q1	$9.31K	Buy	+1,000	New	+$9.16K	﹤0.01%	524

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LRI Investments's NAPA Position: Q4 2024 in Review

LRI Investments sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 1,000 shares — an estimated $11K sold.

LRI Investments first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $11K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

LRI Investments reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
LRI Investments sold 1,000 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $11K.
LRI Investments first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
LRI Investments's The Duckhorn Portfolio, Inc. position peaked at $11K in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on LRI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.