Waddell & Reed Financial’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Waddell & Reed 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
2021 Q1	$14.7M	Buy	+876,403	New	+$15.8M	0.03%	382

Other funds holding NAPA

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

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

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Waddell & Reed Financial's NAPA Position: Q1 2021 in Review

Waddell & Reed Financial opened a new position in The Duckhorn Portfolio, Inc. (NAPA) in Q1 2021: 876,403 shares worth $14.7M. The stake represents 0.03% of the portfolio and ranks #382 among its holdings.

71 funds tracked by Wall St. Rank hold NAPA as of Q1 2021.

Waddell & Reed Financial held 876,403 shares of The Duckhorn Portfolio, Inc. worth $14.7M as of Q1 2021.
The Duckhorn Portfolio, Inc. was a new Waddell & Reed Financial position in Q1 2021.
The Duckhorn Portfolio, Inc. made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #382 holding.
71 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.