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Winton Group’s Lindblad Expeditions LIND Stock Holding History

Winton Group’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
2020
Q4 		– Sell
-74,835
Closed -$637K – 1427
2020
Q3 		$637K Sell
74,835
-68,016
-48% -$578K 0.02% 1008
2020
Q2 		$1.1M Buy
142,851
+7,716
+6% +$53.3K 0.03% 928
2020
Q1 		$564K Buy
135,135
+10,619
+9% +$136K 0.01% 993
2019
Q4 		$2.04M Sell
124,516
-29,636
-19% -$474K 0.03% 795
2019
Q3 		$2.58M Buy
+154,152
New +$2.8M 0.03% 476
2019
Q2 		– Sell
-19,634
Closed -$299K – 1221
2019
Q1 		$299K Buy
+19,634
New +$267K 0.01% 802

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lionstone Capital Management New York $435M AUM 12.54% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Winton Group's LIND Position: Q4 2020 in Review

Winton Group sold out of Lindblad Expeditions (LIND) in Q4 2020, closing a stake of 74,835 shares — an estimated $637K sold.

Winton Group first reported a position in LIND in Q1 2019 and held it in 6 quarters. The position peaked at $2.58M in Q3 2019. 108 funds tracked by Wall St. Rank hold LIND as of Q4 2020.

  • Winton Group reported no remaining Lindblad Expeditions position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 74,835 Lindblad Expeditions shares in Q4 2020, an estimated $637K.
  • Winton Group first reported a position in Lindblad Expeditions in Q1 2019 and held it in 6 quarters.
  • Winton Group's Lindblad Expeditions position peaked at $2.58M in Q3 2019.
  • 108 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.