LPL Financial
LIND icon

LPL Financial’s Lindblad Expeditions LIND Stock Holding History

LPL Financial’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
2023
Q1 		– Sell
-10,361
Closed -$79.8K – 4537
2022
Q4 		$79.8K Sell
10,361
-3,000
-22% -$25.3K ﹤0.01% 4212
2022
Q3 		$90K Hold
13,361
– – ﹤0.01% 4133
2022
Q2 		$108K Sell
13,361
-2,000
-13% -$26.1K ﹤0.01% 4112
2022
Q1 		$232K Sell
15,361
-24,117
-61% -$388K ﹤0.01% 3751
2021
Q4 		$616K Sell
39,478
-265
-0.7% -$4.18K ﹤0.01% 3094
2021
Q3 		$580K Buy
39,743
+17
+0% +$239 ﹤0.01% 3079
2021
Q2 		$636K Sell
39,726
-230
-0.6% -$3.89K ﹤0.01% 2949
2021
Q1 		$755K Sell
39,956
-9,744
-20% -$177K ﹤0.01% 2663
2020
Q4 		$851K Sell
49,700
-1,500
-3% -$17.2K ﹤0.01% 2309
2020
Q3 		$436K Sell
51,200
-1,600
-3% -$13.6K ﹤0.01% 2583
2020
Q2 		$408K Buy
52,800
+5,300
+11% +$36.6K ﹤0.01% 2578
2020
Q1 		$198K Sell
47,500
-71
-0.1% -$912 ﹤0.01% 2812
2019
Q4 		$778K Sell
47,571
-775
-2% -$12.4K ﹤0.01% 2027
2019
Q3 		$810K Buy
48,346
+1,202
+3% +$21.9K ﹤0.01% 1883
2019
Q2 		$846K Sell
47,144
-1,356
-3% -$22.3K ﹤0.01% 1851
2019
Q1 		$740K Sell
48,500
-2,261
-4% -$30.7K ﹤0.01% 1875
2018
Q4 		$683K Buy
50,761
+61
+0.1% +$814 ﹤0.01% 1799
2018
Q3 		$754K Sell
50,700
-2,183
-4% -$30.9K ﹤0.01% 1897
2018
Q2 		$701K Buy
52,883
+1,683
+3% +$20K ﹤0.01% 1909
2018
Q1 		$526K Buy
51,200
+800
+2% +$7.68K ﹤0.01% 2105
2017
Q4 		$493K Buy
50,400
+1,000
+2% +$10.4K ﹤0.01% 2080
2017
Q3 		$529K Buy
49,400
+7,500
+18% +$78.5K ﹤0.01% 1904
2017
Q2 		$440K Hold
41,900
– – ﹤0.01% 1978
2017
Q1 		$376K Buy
41,900
+9,500
+29% +$87K ﹤0.01% 2035
2016
Q4 		$313K Buy
32,400
+1,700
+6% +$15.5K ﹤0.01% 2138
2016
Q3 		$270K Buy
+30,700
New +$289K ﹤0.01% 2199

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

LPL Financial's LIND Position: Q1 2023 in Review

LPL Financial sold out of Lindblad Expeditions (LIND) in Q1 2023, closing a stake of 10,361 shares — an estimated $79.8K sold.

LPL Financial first reported a position in LIND in Q3 2016 and held it in 26 quarters. The position peaked at $851K in Q4 2020. 121 funds tracked by Wall St. Rank hold LIND as of Q1 2023.

  • LPL Financial reported no remaining Lindblad Expeditions position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 10,361 Lindblad Expeditions shares in Q1 2023, an estimated $79.8K.
  • LPL Financial first reported a position in Lindblad Expeditions in Q3 2016 and held it in 26 quarters.
  • LPL Financial's Lindblad Expeditions position peaked at $851K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.