Duckhorn Portfolio, Inc.
NAPADelisted Dec 26, 2024- Industry
- Beverages
- SEC CIK
- 0001835256
Duckhorn Portfolio, Inc. was delisted on Dec 26, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 161 institutions reported holding it in 13F filings for Q3 2024, worth $642.9M in total; no superinvestor held it.
Q2 2021 vs. Q1 2021
How the institutions holding Duckhorn Portfolio, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 85 | +15 |
| Shares | 17.8M | 876.4K | 22.7M | +5.82M (+34.4%) |
| Value | $298.8M | $14.7M | $500.7M | +$216.6M (+76.3%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (40)
Institutions that held Duckhorn Portfolio, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
Sold out (25)
Institutions that held Duckhorn Portfolio, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
Not filed for Q2 2021 yet (1)
Institutions that held Duckhorn Portfolio, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Waddell & Reed Financial Inc | 876,403 | $14.7M |