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Triad Investment Management’s Lindblad Expeditions LIND Stock Holding History

Triad Investment 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
2023
Q3 		– Sell
-71,059
Closed -$773K – 51
2023
Q2 		$773K Sell
71,059
-77
-0.1% -$791 1.08% 33
2023
Q1 		$680K Buy
71,136
+11,026
+18% +$111K 0.99% 34
2022
Q4 		$463K Buy
60,110
+19,923
+50% +$168K 0.72% 36
2022
Q3 		$272K Buy
40,187
+8,571
+27% +$74.7K 0.47% 41
2022
Q2 		$256K Hold
31,616
– – 0.38% 49
2022
Q1 		$477K Sell
31,616
-1,697
-5% -$27.3K 0.45% 42
2021
Q4 		$520K Buy
+33,313
New +$526K 0.47% 41
2020
Q4 		$649K Sell
37,917
-120
-0.3% -$1.37K 0.72% 35
2020
Q3 		$324K Sell
38,037
-413
-1% -$3.51K 0.46% 36
2020
Q2 		$297K Buy
+38,450
New +$265K 0.4% 40

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $606M AUM 63.41% 1-Year Est. Return

Triad Investment Management's LIND Position: Q3 2023 in Review

Triad Investment Management sold out of Lindblad Expeditions (LIND) in Q3 2023, closing a stake of 71,059 shares — an estimated $773K sold.

Triad Investment Management first reported a position in LIND in Q2 2020 and held it in 10 quarters. The position peaked at $773K in Q2 2023. 122 funds tracked by Wall St. Rank hold LIND as of Q3 2023.

  • Triad Investment Management reported no remaining Lindblad Expeditions position as of Q3 2023 after selling out during the quarter.
  • Triad Investment Management sold 71,059 Lindblad Expeditions shares in Q3 2023, an estimated $773K.
  • Triad Investment Management first reported a position in Lindblad Expeditions in Q2 2020 and held it in 10 quarters.
  • Triad Investment Management's Lindblad Expeditions position peaked at $773K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2023.

Based on Triad Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.