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Chevy Chase Trust’s
Lindblad Expeditions
LIND
Stock Holding History
Chevy Chase Trust’s Portfolio
LIND Stock Details
LIND Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-13,350
Closed
-$199K
–
738
2018
Q3
$199K
Hold
13,350
–
–
﹤0.01%
647
2018
Q2
$177K
Hold
13,350
–
–
﹤0.01%
660
2018
Q1
$137K
Hold
13,350
–
–
﹤0.01%
649
2017
Q4
$131K
Sell
13,350
-4,500
-25%
-$46.8K
﹤0.01%
659
2017
Q3
$191K
Sell
17,850
-2,500
-12%
-$26.2K
﹤0.01%
652
2017
Q2
$214K
Hold
20,350
–
–
﹤0.01%
636
2017
Q1
$182K
Hold
20,350
–
–
﹤0.01%
637
2016
Q4
$192K
Sell
20,350
-9,650
-32%
-$88K
﹤0.01%
649
2016
Q3
$270K
Buy
+30,000
New
+$282K
﹤0.01%
603
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$535B AUM
26.23%
1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
VH
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$5.71B AUM
7.41%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
DFAM
Deep Field Asset Management
Beverly Hills, California
$57.7M AUM
29.92%
1-Year Est. Return
BDF
Black Diamond Financial
Towson, Maryland
$916M AUM
15.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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