Jefferies Group
LIND icon

Jefferies Group’s Lindblad Expeditions LIND Stock Holding History

Jefferies Group’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
2021
Q2 		– Sell
-21,750
Closed -$368K – 1849
2021
Q1 		$411K Buy
+21,750
New +$396K ﹤0.01% 1169
2020
Q4 		– Sell
-20,901
Closed -$178K – 1693
2020
Q3 		$178K Buy
+20,901
New +$178K ﹤0.01% 1198
2020
Q1 		– Sell
-28,416
Closed -$465K – 2398
2019
Q4 		$465K Buy
28,416
+16,662
+142% +$266K ﹤0.01% 1857
2019
Q3 		$197K Buy
+11,754
New +$214K ﹤0.01% 2369
2018
Q1 		– Sell
-15,634
Closed -$153K – 2510
2017
Q4 		$153K Buy
15,634
+4,619
+42% +$48K ﹤0.01% 2277
2017
Q3 		$118K Buy
+11,015
New +$115K ﹤0.01% 2152

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

Jefferies Group's LIND Position: Q2 2021 in Review

Jefferies Group sold out of Lindblad Expeditions (LIND) in Q2 2021, closing a stake of 21,750 shares — an estimated $368K sold.

Jefferies Group first reported a position in LIND in Q3 2017 and held it in 6 quarters. The position peaked at $465K in Q4 2019. 96 funds tracked by Wall St. Rank hold LIND as of Q2 2021.

  • Jefferies Group reported no remaining Lindblad Expeditions position as of Q2 2021 after selling out during the quarter.
  • Jefferies Group sold 21,750 Lindblad Expeditions shares in Q2 2021, an estimated $368K.
  • Jefferies Group first reported a position in Lindblad Expeditions in Q3 2017 and held it in 6 quarters.
  • Jefferies Group's Lindblad Expeditions position peaked at $465K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2021.

Based on Jefferies Group's 13F filing for Q2 2021, filed 16 Aug 2021.