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Fernwood Investment Management’s Lindblad Expeditions LIND Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-7,500
Closed -$70K – 473
2024
Q1 		$70K Buy
+7,500
New +$69.1K 0.02% 306

Other funds holding LIND

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

Fernwood Investment Management's LIND Position: Q2 2024 in Review

Fernwood Investment Management sold out of Lindblad Expeditions (LIND) in Q2 2024, closing a stake of 7,500 shares — an estimated $70K sold.

Fernwood Investment Management first reported a position in LIND in Q1 2024 and held it in 1 quarter. The position peaked at $70K in Q1 2024. 137 funds tracked by Wall St. Rank hold LIND as of Q2 2024.

  • Fernwood Investment Management reported no remaining Lindblad Expeditions position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 7,500 Lindblad Expeditions shares in Q2 2024, an estimated $70K.
  • Fernwood Investment Management first reported a position in Lindblad Expeditions in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Lindblad Expeditions position peaked at $70K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.