Kimelman & Baird, LLC Purchases and Sells in Q4 2024

Kimelman & Baird, LLC

$1.26 Trillion
Q4 2024

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DMRC	1.02K + 0.18%	$26.18 - $38.77 $26.8K - $39.6K	583K $21.8B
LLY	7.97K + 21.79%	$727.2 - $932.06 $5.8M - $7.43M	44.6K $34.4B
NVDA	1.91K + 3.71%	$117.0 - $148.88 $223K - $284K	53.3K $7.16B
CSCO	361 + 1.53%	$52.45 - $60.02 $18.9K - $21.7K	24K $1.42B
PANW	1.5K + 100.0%	$181.96 - $405.9 $273K - $609K	3K $546M
LUMN	2.88K + 8470.59%	$5.31 - $10.12 $15.3K - $29.1K	2.91K $15.5M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KAR	796K New	$15.53 - $20.75 $12.4M - $16.5M	796K $15.8B
TRAVELERS COMPANIES INC	8.54K New	N/A	8.54K $2.06B
GH	1.9K New	$20.2 - $38.11 $38.4K - $72.4K	1.9K $58M
RTX CORPORATION	456 New	N/A	456 $52.8M
TARGET CORP	350 New	N/A	350 $47.3M
BABA	100 New	$82.28 - $117.52 $8.23K - $11.8K	100 $8.48M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFX	-34.3K - 34.43%	$172.66 - $245.13 $5.92M - $8.4M	65.3K $11.6B
ADBE	-12.3K - 36.49%	$437.39 - $552.96 $5.4M - $6.83M	21.5K $9.56B
NKE	-10.1K - 5.38%	$73.36 - $89.13 $743K - $903K	178K $13.5B
HD	-1.75K - 1.44%	$385.02 - $431.37 $673K - $754K	120K $46.6B
ENPH	-23.2K - 99.76%	$59.52 - $111.18 $1.38M - $2.58M	55 $3.78M
UNP	-3K - 2.85%	$223.15 - $249.32 $669K - $748K	102K $23.3B

Activity Summary All Purchases 21 New Holdings 10 Increased Positions 11 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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