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Congress Asset Management’s Lindblad Expeditions LIND Stock Holding History

Congress Asset Management’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
2020
Q1 		– Sell
-195,648
Closed -$3.2M – 342
2019
Q4 		$3.2M Sell
195,648
-15,797
-7% -$252K 0.04% 216
2019
Q3 		$3.54M Buy
211,445
+9,298
+5% +$169K 0.05% 216
2019
Q2 		$3.63M Buy
+202,147
New +$3.32M 0.05% 226

Other funds holding LIND

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DFAM
Deep Field Asset Management Beverly Hills, California $57.7M AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

Congress Asset Management's LIND Position: Q1 2020 in Review

Congress Asset Management sold out of Lindblad Expeditions (LIND) in Q1 2020, closing a stake of 195,648 shares — an estimated $3.2M sold.

Congress Asset Management first reported a position in LIND in Q2 2019 and held it in 3 quarters. The position peaked at $3.63M in Q2 2019. 99 funds tracked by Wall St. Rank hold LIND as of Q1 2020.

  • Congress Asset Management reported no remaining Lindblad Expeditions position as of Q1 2020 after selling out during the quarter.
  • Congress Asset Management sold 195,648 Lindblad Expeditions shares in Q1 2020, an estimated $3.2M.
  • Congress Asset Management first reported a position in Lindblad Expeditions in Q2 2019 and held it in 3 quarters.
  • Congress Asset Management's Lindblad Expeditions position peaked at $3.63M in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2020.

Based on Congress Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.