OFA
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Oak Family Advisors’s Lindblad Expeditions LIND Stock Holding History

Oak Family 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
Q2 		– Sell
-22,746
Closed -$212K – 130
2024
Q1 		$212K Hold
22,746
– – 0.08% 109
2023
Q4 		$256K Buy
22,746
+55
+0.2% +$426 0.11% 102
2023
Q3 		$163K Sell
22,691
-3,280
-13% -$31.2K 0.08% 104
2023
Q2 		$283K Buy
25,971
+1,897
+8% +$19.5K 0.13% 94
2023
Q1 		$230K Hold
24,074
– – 0.11% 98
2022
Q4 		$185K Buy
24,074
+3,805
+19% +$32.1K 0.1% 106
2022
Q3 		$137K Sell
20,269
-31,362
-61% -$273K 0.07% 113
2022
Q2 		$418K Buy
51,631
+35,551
+221% +$463K 0.21% 77
2022
Q1 		$242K Sell
16,080
-11,441
-42% -$184K 0.09% 127
2021
Q4 		$429K Buy
27,521
+796
+3% +$12.6K 0.16% 91
2021
Q3 		$390K Buy
+26,725
New +$375K 0.14% 90

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
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 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