Kimelman & Baird, LLC Buys Cigna Corp, Linde PLC, United Technologies Corp, Sells Schlumberger, CBS Corp, Digimarc Corp

New York, NY, based Investment company Kimelman & Baird, LLC buys Cigna Corp, Linde PLC, United Technologies Corp, sells Schlumberger, CBS Corp, Digimarc Corp, Skyworks Solutions Inc, Express Scripts Holding Co, FedEx Corp, QEP Resources Inc, NVIDIA Corp, John Bean Technologies Corp, Logitech International SA, General Dynamics Corp, Enterprise Products Partners LP, CSX Corp, Resideo Technologies Inc, Garrett Motion Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Kimelman & Baird, LLC. As of 2018Q4, Kimelman & Baird, LLC owns 94 stocks with a total value of $638 million. These are the details of the buys and sells.

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
  1. Teleflex Inc (TFX) - 124,067 shares, 5.03% of the total portfolio. Shares reduced by 1.92%
  2. Amazon.com Inc (AMZN) - 19,120 shares, 4.50% of the total portfolio. Shares reduced by 1.54%
  3. JPMorgan Chase & Co (JPM) - 269,702 shares, 4.13% of the total portfolio. Shares reduced by 1.46%
  4. The Home Depot Inc (HD) - 139,680 shares, 3.76% of the total portfolio. Shares reduced by 2.2%
  5. Waste Management Inc (WM) - 269,591 shares, 3.76% of the total portfolio. Shares reduced by 1.48%
New Purchase: Cigna Corp (CI)

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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