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Principal Securities’s Lindblad Expeditions LIND Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-223
Closed -$2.15K – 3496
2024
Q2 		$2.15K Hold
223
– – ﹤0.01% 2898
2024
Q1 		$2.08K Sell
223
-158
-41% -$1.46K ﹤0.01% 2864
2023
Q4 		$4.29K Buy
+381
New +$2.95K ﹤0.01% 2582

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's LIND Position: Q3 2024 in Review

Principal Securities sold out of Lindblad Expeditions (LIND) in Q3 2024, closing a stake of 223 shares — an estimated $2.15K sold.

Principal Securities first reported a position in LIND in Q4 2023 and held it in 3 quarters. The position peaked at $4.29K in Q4 2023. 137 funds tracked by Wall St. Rank hold LIND as of Q3 2024.

  • Principal Securities reported no remaining Lindblad Expeditions position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 223 Lindblad Expeditions shares in Q3 2024, an estimated $2.15K.
  • Principal Securities first reported a position in Lindblad Expeditions in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Lindblad Expeditions position peaked at $4.29K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.