SAM
LIND icon

Smartleaf Asset Management’s Lindblad Expeditions LIND Stock Holding History

Smartleaf Asset 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
2026
Q1 		$8.87K Buy
534
+123
+30% +$2.19K ﹤0.01% 2381
2025
Q4 		$5.93K Hold
411
– – ﹤0.01% 2637
2025
Q3 		$5.2K Buy
411
+356
+647% +$4.69K ﹤0.01% 2367
2025
Q2 		$637 Sell
55
-340
-86% -$3.37K ﹤0.01% 2550
2025
Q1 		$3.76K Buy
395
+103
+35% +$1.18K ﹤0.01% 2279
2024
Q4 		$3.52K Buy
292
+102
+54% +$1.17K ﹤0.01% 2366
2024
Q3 		$1.77K Buy
190
+65
+52% +$604 ﹤0.01% 2514
2024
Q2 		$1.18K Buy
+125
New +$968 ﹤0.01% 2374

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