MFIM
NAPA

Mesirow Financial Investment Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Mesirow Financial Investment Management’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
Q1 		– Sell
-22,155
Closed -$220K – 620
2023
Q4 		$220K Hold
22,155
– – 0.01% 501
2023
Q3 		$227K Buy
+22,155
New +$274K 0.99% 65

Other funds holding NAPA

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mesirow Financial Investment Management's NAPA Position: Q1 2024 in Review

Mesirow Financial Investment Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q1 2024, closing a stake of 22,155 shares — an estimated $220K sold.

Mesirow Financial Investment Management first reported a position in NAPA in Q3 2023 and held it in 2 quarters. The position peaked at $227K in Q3 2023. 147 funds tracked by Wall St. Rank hold NAPA as of Q1 2024.

  • Mesirow Financial Investment Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q1 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 22,155 The Duckhorn Portfolio, Inc. shares in Q1 2024, an estimated $220K.
  • Mesirow Financial Investment Management first reported a position in The Duckhorn Portfolio, Inc. in Q3 2023 and held it in 2 quarters.
  • Mesirow Financial Investment Management's The Duckhorn Portfolio, Inc. position peaked at $227K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.