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State of Wyoming’s Lindblad Expeditions LIND Stock Holding History

State of Wyoming’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 		$88.8K Sell
5,132
-4,286
-46% -$76.1K 0.01% 1317
2025
Q4 		$136K Buy
+9,418
New +$119K 0.01% 1186
2025
Q3 		– Sell
-24,480
Closed -$286K – 1958
2025
Q2 		$286K Buy
24,480
+5,779
+31% +$57.3K 0.03% 685
2025
Q1 		$173K Sell
18,701
-2,271
-11% -$25.9K 0.02% 893
2024
Q4 		$249K Buy
20,972
+2,927
+16% +$33.6K 0.03% 698
2024
Q3 		$167K Buy
18,045
+2,576
+17% +$23.9K 0.02% 823
2024
Q2 		$149K Buy
+15,469
New +$120K 0.02% 782

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