Carmichael Hill & Associates’s Lindblad Expeditions LIND Stock Holding History

Carmichael Hill & Associates’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 Q3	$5.77K	Hold	624	–	–	﹤0.01%	655
2024 Q2	$6.02K	Hold	624	–	–	﹤0.01%	625
2024 Q1	$5.82K	Hold	624	–	–	﹤0.01%	624
2023 Q4	$7.03K	Hold	624	–	–	﹤0.01%	620
2023 Q3	$4.49K	Hold	624	–	–	﹤0.01%	648
2023 Q2	$6.79K	Hold	624	–	–	﹤0.01%	609
2023 Q1	$5.97K	Hold	624	–	–	﹤0.01%	617
2022 Q4	$4.8K	Hold	624	–	–	﹤0.01%	628
2022 Q3	$4K	Buy	+624	New	+$5.44K	﹤0.01%	700

Other funds holding LIND

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACMC

Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's LIND Position: Q3 2024 in Review

Carmichael Hill & Associates held its Lindblad Expeditions (LIND) position steady in Q3 2024 at 624 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Carmichael Hill & Associates first reported a position in LIND in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.03K in Q4 2023. 137 funds tracked by Wall St. Rank hold LIND as of Q3 2024.

Carmichael Hill & Associates held 624 shares of Lindblad Expeditions worth $5.77K as of Q3 2024.
Carmichael Hill & Associates left its Lindblad Expeditions share count unchanged in Q3 2024.
Lindblad Expeditions made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #655 holding.
Carmichael Hill & Associates first reported a position in Lindblad Expeditions in Q3 2022 and has held it in 9 quarters since.
Carmichael Hill & Associates's Lindblad Expeditions position peaked at $7.03K in Q4 2023.
137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.