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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 $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $97M AUM 28.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's LIND Position: Q3 2025 in Review

Summit Global Investments sold out of Lindblad Expeditions (LIND) in Q3 2025, closing a stake of 25,328 shares — an estimated $296K sold.

Summit Global Investments first reported a position in LIND in Q2 2019 and held it in 6 quarters. The position peaked at $774K in Q2 2019. 175 funds tracked by Wall St. Rank hold LIND as of Q3 2025.

  • Summit Global Investments reported no remaining Lindblad Expeditions position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 25,328 Lindblad Expeditions shares in Q3 2025, an estimated $296K.
  • Summit Global Investments first reported a position in Lindblad Expeditions in Q2 2019 and held it in 6 quarters.
  • Summit Global Investments's Lindblad Expeditions position peaked at $774K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.