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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
WRKWestrock Co
Recent Activity
Exited
0%
$811,197
16,140 shares@ $50.27 avg price
ACNAccenture Plc Ireland
Recent Activity
Exited
0%
$303,410
1,000 shares@ $303.41 avg price
WIWWestern Ast Infl Lkd Opp & I
Recent Activity
Exited
0%
$27,232
3,200 shares@ $8.51 avg price
GGGGraco Inc
Recent Activity
Exited
0%
$17,838
225 shares@ $79.28 avg price
MSMorgan Stanley
Recent Activity
Exited
0%
$17,009
175 shares@ $97.2 avg price
CEFSprott Physical Gold & Silve
Recent Activity
Exited
0%
$11,025
500 shares@ $22.05 avg price
ESEversource Energy
Recent Activity
Exited
0%
$5,558
98 shares@ $56.72 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$4,148
149 shares@ $27.84 avg price
3073⤦Faraday Future Intlgt Elec I
Recent Activity
Exited
0%
$2,533
5,000 shares@ $0.51 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$754
34 shares@ $22.18 avg price