Kimelman & Baird, LLC Reduced Holdings in Q2 2024

Kimelman & Baird, LLC

  • $1.21 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
LBRDK
Liberty Broadband Corp

Communication Services
-1.5K
- 95.24%
$48.19 - $55.75 $72.3K - $83.6K
75 $4.11M
DAL
Delta Air Lines, Inc.

Industrials
-110K
- 99.41%
$45.88 - $53.26 $5.06M - $5.88M
650 $30.8M
JBT
John Bean Technologies Corp

Industrials
-957
- 51.53%
$88.61 - $101.42 $84.8K - $97.1K
900 $85.5M
DE
Deere & CO

Industrials
-734
- 72.89%
$364.98 - $414.02 $268K - $304K
273 $102M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-6.55K
- 40.21%
$18.39 - $22.41 $120K - $147K
9.73K $186M
SBUX
Starbucks Corp

Consumer Cyclical
-2.78K
- 49.63%
$72.5 - $91.53 $201K - $254K
2.82K $219M
WMT
Walmart Inc.

Consumer Defensive
-211
- 4.81%
$58.85 - $68.9 $12.4K - $14.5K
4.18K $283M
WSM
Williams Sonoma Inc

Consumer Cyclical
-501
- 31.85%
$279.2 - $321.33 $140K - $161K
1.07K $303M
AXP
American Express CO

Financial Services
-604
- 29.77%
$217.5 - $243.08 $131K - $147K
1.43K $330M
PEP
Pepsico Inc

Consumer Defensive
-2.17K
- 40.62%
$163.33 - $183.11 $355K - $398K
3.18K $524M
QCOM
Qualcomm Inc

Technology
-5.83K
- 58.71%
$157.63 - $227.09 $919K - $1.32M
4.1K $817M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.4K
- 38.26%
$123.89 - $141.67 $545K - $623K
7.1K $981M
CL
Colgate Palmolive CO

Consumer Defensive
-12.5K
- 54.82%
$85.85 - $98.99 $1.07M - $1.24M
10.3K $1B
KWR
Quaker Chemical Corp

Basic Materials
-2.2K
- 26.22%
$166.5 - $202.79 $366K - $446K
6.19K $1.05B
DOW
Dow Inc.

Basic Materials
-4.48K
- 12.27%
$52.96 - $59.99 $237K - $269K
32.1K $1.7B
MTX
Minerals Technologies Inc

Basic Materials
-134K
- 84.4%
$71.01 - $86.75 $9.54M - $11.7M
24.8K $2.07B
PG
Procter & Gamble CO

Consumer Defensive
-2.44K
- 9.6%
$155.33 - $168.56 $379K - $411K
23K $3.79B
CAC
Camden National Corp

Financial Services
-72.1K
- 32.49%
$28.65 - $33.4 $2.07M - $2.41M
150K $4.94B
NUE
Nucor Corp

Basic Materials
-3.98K
- 8.63%
$151.48 - $200.97 $602K - $799K
42.1K $6.66B
EMR
Emerson Electric CO

Industrials
-33.1K
- 21.83%
$105.97 - $115.59 $3.51M - $3.83M
119K $13.1B
DIS
Walt Disney CO

Communication Services
-12.2K
- 8.11%
$99.29 - $122.82 $1.21M - $1.5M
138K $13.7B
NKE
Nike, Inc.

Consumer Cyclical
-2.68K
- 1.38%
$75.37 - $97.18 $202K - $260K
192K $14.5B
DOV
Dover Corp

Industrials
-4.8K
- 4.76%
$168.61 - $187.55 $809K - $900K
96K $17.3B
UPS
United Parcel Service Inc

Industrials
-4.6K
- 3.2%
$134.2 - $152.27 $617K - $700K
139K $19B
TFX
Teleflex Inc

Healthcare
-5.33K
- 5.01%
$198.62 - $223.79 $1.06M - $1.19M
101K $21.2B
UNP
Union Pacific Corp

Industrials
-14K
- 11.73%
$221.38 - $247.4 $3.1M - $3.46M
105K $23.8B
BAC
Bank Of America Corp

Financial Services
-26.3K
- 3.12%
$34.68 - $40.02 $913K - $1.05M
817K $32.5B
LLY
Eli Lilly & CO

Healthcare
-26K
- 40.69%
$724.87 - $909.04 $18.9M - $23.7M
38K $34.4B
OC
Owens Corning

Industrials
-4.25K
- 2.01%
$160.11 - $181.39 $681K - $772K
207K $36B
HD
Home Depot, Inc.

Consumer Cyclical
-11.9K
- 8.81%
$325.1 - $368.03 $3.87M - $4.38M
123K $42.4B
AAPL
Apple Inc.

Technology
-112K
- 26.35%
$165.0 - $216.67 $18.5M - $24.3M
313K $65.9B
Activity Summary
Buys All Purchases 299 New Holdings 283 Increased Positions 16 Sells All Sells 97 Reductions 32 Sold out 65 Options Calls 0 Puts 0
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