Stifel Financial’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Stifel Financial’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	-75,991	Closed	-$442K	–	3503
2024 Q3	$442K	Sell	75,991 -1,218	-2%	-$8.01K	﹤0.01%	2750
2024 Q2	$548K	Buy	77,209 +1,249	+2%	+$10.1K	﹤0.01%	2566
2024 Q1	$707K	Sell	75,960 -1,310	-2%	-$12K	﹤0.01%	2408
2023 Q4	$761K	Buy	+77,270	New	+$780K	﹤0.01%	2307

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

Stifel Financial's NAPA Position: Q4 2024 in Review

Stifel Financial sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 75,991 shares — an estimated $442K sold.

Stifel Financial first reported a position in NAPA in Q4 2023 and held it in 4 quarters. The position peaked at $761K in Q4 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Stifel Financial reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 75,991 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $442K.
Stifel Financial first reported a position in The Duckhorn Portfolio, Inc. in Q4 2023 and held it in 4 quarters.
Stifel Financial's The Duckhorn Portfolio, Inc. position peaked at $761K in Q4 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.