KFS
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Kelly Financial Services’s Lindblad Expeditions LIND Stock Holding History

Kelly Financial Services’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 		– Sell
-34
Closed -$328 – 474
2024
Q2 		$328 Hold
34
– – ﹤0.01% 724
2024
Q1 		$317 Hold
34
– – ﹤0.01% 745
2023
Q4 		$383 Hold
34
– – ﹤0.01% 720
2023
Q3 		$245 Hold
34
– – ﹤0.01% 719
2023
Q2 		$370 Hold
34
– – ﹤0.01% 671
2023
Q1 		$325 Hold
34
– – ﹤0.01% 653
2022
Q4 		$262 Hold
34
– – ﹤0.01% 632
2022
Q3 		$230 Hold
34
– – ﹤0.01% 644
2022
Q2 		$275 Buy
+34
New +$443 ﹤0.01% 632

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
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
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return