Mirae Asset Global Investments’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Mirae Asset Global 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 Q2	–	Sell	-18,445	Closed	-$287K	–	2635
2024 Q1	$287K	Hold	18,445	–	–	﹤0.01%	2123
2023 Q4	$182K	Hold	18,445	–	–	﹤0.01%	2353
2023 Q3	$189K	Hold	18,445	–	–	﹤0.01%	2318
2023 Q2	$239K	Hold	18,445	–	–	﹤0.01%	2272
2023 Q1	$293K	Hold	18,445	–	–	﹤0.01%	2180
2022 Q4	$306K	Buy	18,445 +2,753	+18%	+$42.3K	﹤0.01%	2148
2022 Q3	$226K	Buy	15,692 +4,760	+44%	+$85.2K	﹤0.01%	2294
2022 Q2	$230K	Buy	+10,932	New	+$214K	﹤0.01%	2098

Other funds holding NAPA

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments's NAPA Position: Q2 2024 in Review

Mirae Asset Global Investments sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2024, closing a stake of 18,445 shares — an estimated $287K sold.

Mirae Asset Global Investments first reported a position in NAPA in Q2 2022 and held it in 8 quarters. The position peaked at $306K in Q4 2022. 145 funds tracked by Wall St. Rank hold NAPA as of Q2 2024.

Mirae Asset Global Investments reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2024 after selling out during the quarter.
Mirae Asset Global Investments sold 18,445 The Duckhorn Portfolio, Inc. shares in Q2 2024, an estimated $287K.
Mirae Asset Global Investments first reported a position in The Duckhorn Portfolio, Inc. in Q2 2022 and held it in 8 quarters.
Mirae Asset Global Investments's The Duckhorn Portfolio, Inc. position peaked at $306K in Q4 2022.
145 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2024.

Based on Mirae Asset Global Investments's 13F filing for Q2 2024, filed 30 Jul 2024.