OQS
LIND icon

Occudo Quantitative Strategies’s Lindblad Expeditions LIND Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		$329K Buy
+17,772
New +$316K 0.02% 583
2025
Q1 		– Sell
-13,762
Closed -$163K – 796
2024
Q4 		$163K Buy
13,762
+2,409
+21% +$27.6K 0.03% 598
2024
Q3 		$105K Buy
+11,353
New +$105K 0.02% 632
2024
Q2 		– Sell
-27,589
Closed -$257K – 881
2024
Q1 		$257K Sell
27,589
-17,814
-39% -$164K 0.05% 514
2023
Q4 		$512K Buy
45,403
+19,639
+76% +$152K 0.07% 393
2023
Q3 		$186K Buy
+25,764
New +$245K 0.02% 807
2023
Q1 		– Sell
-25,121
Closed -$193K – 1063
2022
Q4 		$193K Buy
+25,121
New +$212K 0.02% 785

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return