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New England Capital Financial Advisors’s Lindblad Expeditions LIND Stock Holding History

New England Capital Financial Advisors’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
-5,500
Closed -$50.9K – 418
2024
Q3 		$50.9K Hold
5,500
– – 0.03% 113
2024
Q2 		$53.1K Hold
5,500
– – 0.03% 106
2024
Q1 		$51.3K Buy
5,500
+1,000
+22% +$9.21K 0.03% 110
2023
Q4 		$50.7K Hold
4,500
– – 0.03% 115
2023
Q3 		$32.4K Buy
4,500
+500
+13% +$4.76K 0.02% 131
2023
Q2 		$43.5K Hold
4,000
– – 0.03% 122
2023
Q1 		$38.2K Buy
4,000
+1,000
+33% +$10.1K 0.03% 138
2022
Q4 		$32.1K Buy
+3,000
New +$25.3K 0.02% 151

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 $92.7M AUM 19.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New England Capital Financial Advisors's LIND Position: Q4 2024 in Review

New England Capital Financial Advisors sold out of Lindblad Expeditions (LIND) in Q4 2024, closing a stake of 5,500 shares — an estimated $50.9K sold.

New England Capital Financial Advisors first reported a position in LIND in Q4 2022 and held it in 8 quarters. The position peaked at $53.1K in Q2 2024. 163 funds tracked by Wall St. Rank hold LIND as of Q4 2024.

  • New England Capital Financial Advisors reported no remaining Lindblad Expeditions position as of Q4 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 5,500 Lindblad Expeditions shares in Q4 2024, an estimated $50.9K.
  • New England Capital Financial Advisors first reported a position in Lindblad Expeditions in Q4 2022 and held it in 8 quarters.
  • New England Capital Financial Advisors's Lindblad Expeditions position peaked at $53.1K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2024.

Based on New England Capital Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.