Engineers Gate Manager’s Lindblad Expeditions LIND Stock Holding History

Engineers Gate Manager’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
2026 Q1	$1.82M	Buy	105,402 +60,995	+137%	+$1.08M	0.02%	758
2025 Q4	$640K	Sell	44,407 -18,096	-29%	-$228K	0.01%	1245
2025 Q3	$800K	Buy	+62,503	New	+$823K	0.01%	1277
2025 Q2	–	Sell	-25,315	Closed	-$235K	–	2377
2025 Q1	$235K	Buy	+25,315	New	+$289K	﹤0.01%	1823
2024 Q1	–	Sell	-11,784	Closed	-$133K	–	2126
2023 Q4	$133K	Sell	11,784 -5,327	-31%	-$41.3K	﹤0.01%	1726
2023 Q3	$123K	Buy	+17,111	New	+$163K	﹤0.01%	1575
2023 Q2	–	Sell	-11,495	Closed	-$110K	–	1898
2023 Q1	$110K	Buy	+11,495	New	+$116K	﹤0.01%	1502
2020 Q2	–	Sell	-40,600	Closed	-$169K	–	1862
2020 Q1	$169K	Buy	+40,600	New	+$521K	0.01%	1306
2019 Q4	–	Sell	-27,397	Closed	-$459K	–	1743
2019 Q3	$459K	Sell	27,397 -4,318	-14%	-$78.5K	0.02%	822
2019 Q2	$569K	Buy	31,715 +1,065	+3%	+$17.5K	0.03%	680
2019 Q1	$467K	Buy	30,650 +17,717	+137%	+$241K	0.03%	626
2018 Q4	$174K	Buy	+12,933	New	+$173K	0.01%	765
2018 Q3	–	Sell	-25,600	Closed	-$339K	–	1054
2018 Q2	$339K	Buy	+25,600	New	+$304K	0.03%	659

Other funds holding LIND

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Principal Financial Group

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return