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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 $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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's LIND Position: Q3 2024 in Review

Kelly Financial Services sold out of Lindblad Expeditions (LIND) in Q3 2024, closing a stake of 34 shares — an estimated $328 sold.

Kelly Financial Services first reported a position in LIND in Q2 2022 and held it in 9 quarters. The position peaked at $383 in Q4 2023. 138 funds tracked by Wall St. Rank hold LIND as of Q3 2024.

  • Kelly Financial Services reported no remaining Lindblad Expeditions position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 34 Lindblad Expeditions shares in Q3 2024, an estimated $328.
  • Kelly Financial Services first reported a position in Lindblad Expeditions in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's Lindblad Expeditions position peaked at $383 in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.