ZP
NAPA

Zimmer Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Zimmer Partners’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
Q3 		– Sell
-75,000
Closed -$1.66M – 198
2021
Q2 		$1.66M Hold
75,000
– – 0.02% 147
2021
Q1 		$1.26M Buy
+75,000
New +$1.35M 0.02% 138

Other funds holding NAPA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zimmer Partners's NAPA Position: Q3 2021 in Review

Zimmer Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q3 2021, closing a stake of 75,000 shares — an estimated $1.66M sold.

Zimmer Partners first reported a position in NAPA in Q1 2021 and held it in 2 quarters. The position peaked at $1.66M in Q2 2021. 80 funds tracked by Wall St. Rank hold NAPA as of Q3 2021.

  • Zimmer Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q3 2021 after selling out during the quarter.
  • Zimmer Partners sold 75,000 The Duckhorn Portfolio, Inc. shares in Q3 2021, an estimated $1.66M.
  • Zimmer Partners first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 2 quarters.
  • Zimmer Partners's The Duckhorn Portfolio, Inc. position peaked at $1.66M in Q2 2021.
  • 80 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q3 2021.

Based on Zimmer Partners's 13F filing for Q3 2021, filed 15 Nov 2021.