Jacobs Levy Equity Management
LIND icon

Jacobs Levy Equity Management’s Lindblad Expeditions LIND Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-15,872
Closed -$185K – 1042
2025
Q2 		$185K Sell
15,872
-3,871
-20% -$38.4K ﹤0.01% 993
2025
Q1 		$183K Sell
19,743
-52,423
-73% -$598K ﹤0.01% 1031
2024
Q4 		$856K Sell
72,166
-14,958
-17% -$172K ﹤0.01% 736
2024
Q3 		$806K Buy
87,124
+3,693
+4% +$34.3K ﹤0.01% 766
2024
Q2 		$805K Buy
+83,431
New +$646K ﹤0.01% 779
2016
Q3 		– Sell
-14,700
Closed -$142K – 1081
2016
Q2 		$142K Hold
14,700
– – ﹤0.01% 1058
2016
Q1 		$146K Buy
+14,700
New +$148K ﹤0.01% 1007

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ACMC
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Principal Financial Group
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RA
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BDF
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PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return