Paul Tudor Jones’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Paul Tudor Jones’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	-130,426	Closed	-$1.28M	–	2887
2023 Q4	$1.28M	Buy	+130,426	New	+$1.32M	0.01%	1331
2022 Q4	–	Sell	-41,042	Closed	-$592K	–	2937
2022 Q3	$592K	Buy	+41,042	New	+$735K	0.01%	1279
2021 Q2	–	Sell	-13,774	Closed	-$231K	–	2012
2021 Q1	$231K	Buy	+13,774	New	+$248K	﹤0.01%	1389

Other funds holding NAPA

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Paul Tudor Jones's NAPA Position: Q1 2024 in Review

Paul Tudor Jones sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q1 2024, closing a stake of 130,426 shares — an estimated $1.28M sold.

Paul Tudor Jones first reported a position in NAPA in Q1 2021 and held it in 3 quarters. The position peaked at $1.28M in Q4 2023. 147 funds tracked by Wall St. Rank hold NAPA as of Q1 2024.

Paul Tudor Jones reported no remaining The Duckhorn Portfolio, Inc. position as of Q1 2024 after selling out during the quarter.
Paul Tudor Jones sold 130,426 The Duckhorn Portfolio, Inc. shares in Q1 2024, an estimated $1.28M.
Paul Tudor Jones first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 3 quarters.
Paul Tudor Jones's The Duckhorn Portfolio, Inc. position peaked at $1.28M in Q4 2023.
147 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2024.

Based on Tudor Investment Corp's 13F filing for Q1 2024, filed 15 May 2024.