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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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. 164 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.
164 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.