Moors & Cabot’s Lindblad Expeditions LIND Stock Holding History

Moors & Cabot’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
2026 Q1	$709K	Sell	41,000 -2,500	-6%	-$44.4K	0.03%	456
2025 Q4	$627K	Sell	43,500 -4,000	-8%	-$50.4K	0.03%	472
2025 Q3	$608K	Sell	47,500 -6,750	-12%	-$88.8K	0.03%	473
2025 Q2	$633K	Hold	54,250	–	–	0.03%	447
2025 Q1	$503K	Buy	54,250 +750	+1%	+$8.56K	0.03%	482
2024 Q4	$635K	Sell	53,500 -5,000	-9%	-$57.3K	0.03%	432
2024 Q3	$541K	Hold	58,500	–	–	0.03%	480
2024 Q2	$565K	Sell	58,500 -1,000	-2%	-$7.75K	0.03%	445
2024 Q1	$555K	Buy	59,500 +10,000	+20%	+$92.1K	0.03%	463
2023 Q4	$558K	Buy	49,500 +6,500	+15%	+$50.4K	0.03%	433
2023 Q3	$310K	Sell	43,000 -6,000	-12%	-$57.2K	0.02%	590
2023 Q2	$533K	Buy	49,000 +25,150	+105%	+$258K	0.04%	432
2023 Q1	$228K	Buy	23,850 +3,500	+17%	+$35.2K	0.02%	706
2022 Q4	$157K	Buy	+20,350	New	+$172K	0.01%	770

Other funds holding LIND

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Principal Financial Group

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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