Bank of Montreal
LIND icon

Bank of Montreal’s Lindblad Expeditions LIND Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-35,261
Closed -$344K – 4077
2024
Q2 		$344K Buy
+35,261
New +$273K ﹤0.01% 2641
2024
Q1 		– Sell
-15,647
Closed -$178K – 4135
2023
Q4 		$178K Buy
+15,647
New +$121K ﹤0.01% 3174
2021
Q2 		– Sell
-1,538
Closed -$28K – 4373
2021
Q1 		$28K Sell
1,538
-3,309
-68% -$60.2K ﹤0.01% 3927
2020
Q4 		$77K Buy
4,847
+3,162
+188% +$36.2K ﹤0.01% 3721
2020
Q3 		$14K Sell
1,685
-867
-34% -$7.37K ﹤0.01% 3982
2020
Q2 		$17K Sell
2,552
-947
-27% -$6.54K ﹤0.01% 3918
2020
Q1 		$13K Sell
3,499
-3,285
-48% -$42.2K ﹤0.01% 3394
2019
Q4 		$112K Buy
6,784
+1,489
+28% +$23.8K ﹤0.01% 3437
2019
Q3 		$89K Sell
5,295
-528
-9% -$9.6K ﹤0.01% 3364
2019
Q2 		$105K Buy
5,823
+1,571
+37% +$25.8K ﹤0.01% 3306
2019
Q1 		$65K Sell
4,252
-454
-10% -$6.17K ﹤0.01% 3243
2018
Q4 		$63K Buy
4,706
+100
+2% +$1.33K ﹤0.01% 3186
2018
Q3 		$68K Sell
4,606
-30
-0.6% -$425 ﹤0.01% 3257
2018
Q2 		$61K Buy
4,636
+3,964
+590% +$47.1K ﹤0.01% 3342
2018
Q1 		$7K Sell
672
-1,048
-61% -$10.1K ﹤0.01% 3858
2017
Q4 		$17K Buy
1,720
+672
+64% +$6.98K ﹤0.01% 3635
2017
Q3 		$11K Buy
+1,048
New +$11K ﹤0.01% 3667

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's LIND Position: Q3 2024 in Review

Bank of Montreal sold out of Lindblad Expeditions (LIND) in Q3 2024, closing a stake of 35,261 shares — an estimated $344K sold.

Bank of Montreal first reported a position in LIND in Q3 2017 and held it in 17 quarters. The position peaked at $344K in Q2 2024. 137 funds tracked by Wall St. Rank hold LIND as of Q3 2024.

  • Bank of Montreal reported no remaining Lindblad Expeditions position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 35,261 Lindblad Expeditions shares in Q3 2024, an estimated $344K.
  • Bank of Montreal first reported a position in Lindblad Expeditions in Q3 2017 and held it in 17 quarters.
  • Bank of Montreal's Lindblad Expeditions position peaked at $344K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.