Sherbrooke Park Advisers’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Sherbrooke Park Advisers’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	-66,013	Closed	-$384K	–	1226
2024 Q3	$384K	Buy	+66,013	New	+$434K	0.09%	448

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

Sherbrooke Park Advisers's NAPA Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 66,013 shares — an estimated $384K sold.

Sherbrooke Park Advisers first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $384K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Sherbrooke Park Advisers reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 66,013 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $384K.
Sherbrooke Park Advisers first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
Sherbrooke Park Advisers's The Duckhorn Portfolio, Inc. position peaked at $384K in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.