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Brinker Capital Investments’s Lindblad Expeditions LIND Stock Holding History

Brinker Capital 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
2024
Q4 		– Sell
-36,725
Closed -$340K – 1877
2024
Q3 		$340K Buy
36,725
+30
+0.1% +$279 ﹤0.01% 1483
2024
Q2 		$354K Buy
36,695
+11,507
+46% +$89.1K ﹤0.01% 1404
2024
Q1 		$235K Buy
25,188
+244
+1% +$2.25K ﹤0.01% 1558
2023
Q4 		$254K Buy
24,944
+58
+0.2% +$449 ﹤0.01% 1478
2023
Q3 		$179K Buy
24,886
+8,347
+50% +$79.5K ﹤0.01% 1560
2023
Q2 		$180K Buy
16,539
+4,743
+40% +$48.7K ﹤0.01% 1566
2023
Q1 		$113K Buy
+11,796
New +$119K ﹤0.01% 1525

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $97M AUM 28.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brinker Capital Investments's LIND Position: Q4 2024 in Review

Brinker Capital Investments sold out of Lindblad Expeditions (LIND) in Q4 2024, closing a stake of 36,725 shares — an estimated $340K sold.

Brinker Capital Investments first reported a position in LIND in Q1 2023 and held it in 7 quarters. The position peaked at $354K in Q2 2024. 164 funds tracked by Wall St. Rank hold LIND as of Q4 2024.

  • Brinker Capital Investments reported no remaining Lindblad Expeditions position as of Q4 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 36,725 Lindblad Expeditions shares in Q4 2024, an estimated $340K.
  • Brinker Capital Investments first reported a position in Lindblad Expeditions in Q1 2023 and held it in 7 quarters.
  • Brinker Capital Investments's Lindblad Expeditions position peaked at $354K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2024.

Based on Brinker Capital Investments's 13F filing for Q4 2024, filed 1 Aug 2025.