The Family Firm’s Lindblad Expeditions LIND Stock Holding History

The Family Firm’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	-20	Closed	-$193	–	571
2024 Q2	$193	Buy	+20	New	+$155	﹤0.01%	873

Other funds holding LIND

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

ACMC

Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return

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

Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

The Family Firm's LIND Position: Q3 2024 in Review

The Family Firm sold out of Lindblad Expeditions (LIND) in Q3 2024, closing a stake of 20 shares — an estimated $193 sold.

The Family Firm first reported a position in LIND in Q2 2024 and held it in 1 quarter. The position peaked at $193 in Q2 2024. 137 funds tracked by Wall St. Rank hold LIND as of Q3 2024.

The Family Firm reported no remaining Lindblad Expeditions position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 20 Lindblad Expeditions shares in Q3 2024, an estimated $193.
The Family Firm first reported a position in Lindblad Expeditions in Q2 2024 and held it in 1 quarter.
The Family Firm's Lindblad Expeditions position peaked at $193 in Q2 2024.
137 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.