FGAM
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Financial Gravity Asset Management’s Lindblad Expeditions LIND Stock Holding History

Financial Gravity 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
2019
Q4 		– Sell
-27
Closed – – 1577
2019
Q3 		$0 Sell
27
-28
-51% -$509 ﹤0.01% 1401
2019
Q2 		$1K Buy
+55
New +$903 ﹤0.01% 1076

Other funds holding LIND

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
DFAM
Deep Field Asset Management Beverly Hills, California $57.7M AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Financial Gravity Asset Management's LIND Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Lindblad Expeditions (LIND) in Q4 2019, closing a stake of 27 shares.

Financial Gravity Asset Management first reported a position in LIND in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 115 funds tracked by Wall St. Rank hold LIND as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Lindblad Expeditions position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 27 Lindblad Expeditions shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Lindblad Expeditions in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Lindblad Expeditions position peaked at $1K in Q2 2019.
  • 115 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.