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Joyce Chan

@Kimelman & Baird, Llc

Latest period2024 - Q3ReportedManaged Assets$1.253BTotal holdings364
Assets growth rate3.38%Assets growth rate (2-Q avg)5.74%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Kimelman & Baird, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 364 positions.

Assets under management

The assets under management (AUM) of Kimelman & Baird, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.253B in assets, with a quarterly growth rate of 3.38% and a 2-quarter average growth rate of 5.74%. The portfolio is managed by Joyce Chan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SWSmurfit Westrock Plc
Recent Activity
New Position
0.05%
$511,003
10,340 shares@ $49.43 avg price
EQTEqt Corp
Recent Activity
New Position
0.01%
$123,660
3,375 shares@ $36.64 avg price
FWONKLiberty Media Corp Del
Recent Activity
New Position
0.01%
$1,317
17 shares@ $77.48 avg price
FFIEFaraday Future Intlgt Elec I
Recent Activity
New Position
0.01%
$359
125 shares@ $2.88 avg price