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Bell Investment Advisors’s Lindblad Expeditions LIND Stock Holding History

Bell Investment Advisors’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
Q4 		– Sell
-67
Closed -$483 – 1961
2023
Q3 		$483 Hold
67
– – ﹤0.01% 1810
2023
Q2 		$729 Hold
67
– – ﹤0.01% 1674
2023
Q1 		$641 Hold
67
– – ﹤0.01% 1712
2022
Q4 		$516 Buy
+67
New +$566 ﹤0.01% 1814

Other funds holding LIND

Ariel Investments
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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
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's LIND Position: Q4 2023 in Review

Bell Investment Advisors sold out of Lindblad Expeditions (LIND) in Q4 2023, closing a stake of 67 shares — an estimated $483 sold.

Bell Investment Advisors first reported a position in LIND in Q4 2022 and held it in 4 quarters. The position peaked at $729 in Q2 2023. 130 funds tracked by Wall St. Rank hold LIND as of Q4 2023.

  • Bell Investment Advisors reported no remaining Lindblad Expeditions position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 67 Lindblad Expeditions shares in Q4 2023, an estimated $483.
  • Bell Investment Advisors first reported a position in Lindblad Expeditions in Q4 2022 and held it in 4 quarters.
  • Bell Investment Advisors's Lindblad Expeditions position peaked at $729 in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.