SGI
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Summit Global Investments’s Lindblad Expeditions LIND Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-25,328
Closed -$296K – 521
2025
Q2 		$296K Buy
25,328
+848
+3% +$8.4K 0.02% 394
2025
Q1 		$227K Sell
24,480
-470
-2% -$5.36K 0.02% 396
2024
Q4 		$296K Buy
+24,950
New +$286K 0.02% 450
2020
Q1 		– Sell
-47,300
Closed -$773K – 260
2019
Q4 		$773K Buy
47,300
+3,300
+8% +$52.7K 0.08% 227
2019
Q3 		$737K Buy
44,000
+900
+2% +$16.4K 0.09% 229
2019
Q2 		$774K Buy
+43,100
New +$708K 0.1% 146

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
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return