Advisory Research’s Lindblad Expeditions LIND Stock Holding History

Advisory Research’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-63,771	Closed	-$961K	–	404
2022 Q1	$961K	Buy	+63,771	New	+$1.03M	0.08%	187

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Advisory Research's LIND Position: Q2 2022 in Review

Advisory Research sold out of Lindblad Expeditions (LIND) in Q2 2022, closing a stake of 63,771 shares — an estimated $961K sold.

Advisory Research first reported a position in LIND in Q1 2022 and held it in 1 quarter. The position peaked at $961K in Q1 2022. 101 funds tracked by Wall St. Rank hold LIND as of Q2 2022.

Advisory Research reported no remaining Lindblad Expeditions position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 63,771 Lindblad Expeditions shares in Q2 2022, an estimated $961K.
Advisory Research first reported a position in Lindblad Expeditions in Q1 2022 and held it in 1 quarter.
Advisory Research's Lindblad Expeditions position peaked at $961K in Q1 2022.
101 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.