- New Purchases: CI, LIN, UTX,
- Added Positions: AXP, MSFT, KWR,
- Reduced Positions: SLB, CBS, HON, DMRC, SWKS, MTX, XBI, PNC, FDX, XOM, TFX, AMZN, FB, HD, MA, AAPL, BAC, JPM, NKE, WM, CPRT, TJX, COST, STX, WCN, GOOGL, CMD, NWVCF, REZI, JNJ, CAC, GOOG, MMM, RDS.A, T, GHDX, CVX, NUE, APC, DE, KIM,
- Sold Out: ESRX, NVDA, QEP, CSX, EPD, GD, LOGI, JBT, GTX,
For the details of Kimelman & Baird, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kimelman+%26+baird%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Kimelman & Baird, LLC- Teleflex Inc (TFX) - 124,067 shares, 5.03% of the total portfolio. Shares reduced by 1.92%
- Amazon.com Inc (AMZN) - 19,120 shares, 4.50% of the total portfolio. Shares reduced by 1.54%
- JPMorgan Chase & Co (JPM) - 269,702 shares, 4.13% of the total portfolio. Shares reduced by 1.46%
- The Home Depot Inc (HD) - 139,680 shares, 3.76% of the total portfolio. Shares reduced by 2.2%
- Waste Management Inc (WM) - 269,591 shares, 3.76% of the total portfolio. Shares reduced by 1.48%
Kimelman & Baird, LLC initiated holding in Cigna Corp. The purchase prices were between $178.01 and $224.84, with an estimated average price of $208.27. The stock is now traded at around $197.87. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,763 shares as of .
New Purchase: Linde PLC (LIN)Kimelman & Baird, LLC initiated holding in Linde PLC. The purchase prices were between $148.13 and $169.03, with an estimated average price of $159.37. The stock is now traded at around $168.54. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,365 shares as of .
New Purchase: United Technologies Corp (UTX)Kimelman & Baird, LLC initiated holding in United Technologies Corp. The purchase prices were between $102.06 and $141.45, with an estimated average price of $124.04. The stock is now traded at around $127.76. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,893 shares as of .
Sold Out: Express Scripts Holding Co (ESRX)Kimelman & Baird, LLC sold out a holding in Express Scripts Holding Co. The sale prices were between $91.99 and $101.47, with an estimated average price of $96.61.
Sold Out: NVIDIA Corp (NVDA)Kimelman & Baird, LLC sold out a holding in NVIDIA Corp. The sale prices were between $127.08 and $286.73, with an estimated average price of $187.62.
Sold Out: QEP Resources Inc (QEP)Kimelman & Baird, LLC sold out a holding in QEP Resources Inc. The sale prices were between $5.11 and $11.87, with an estimated average price of $8.68.
Sold Out: John Bean Technologies Corp (JBT)Kimelman & Baird, LLC sold out a holding in John Bean Technologies Corp. The sale prices were between $67.14 and $115.6, with an estimated average price of $87.55.
Sold Out: Enterprise Products Partners LP (EPD)Kimelman & Baird, LLC sold out a holding in Enterprise Products Partners LP. The sale prices were between $23.51 and $29.33, with an estimated average price of $26.67.
Sold Out: General Dynamics Corp (GD)Kimelman & Baird, LLC sold out a holding in General Dynamics Corp. The sale prices were between $148.21 and $207.16, with an estimated average price of $178.18.
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