Ownership history in Kimelman & Baird, LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which Kimelman & Baird, LLC reported a position in BOEING CO Common Stock (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Kimelman & Baird, LLC underperformed the S&P 500 by β37.8% annually on this BA position. Timing score: 44% (4/9 decisions correct). Average cost basis: $215.19. Maximum drawdown during holding period: β64.8%.
β Significantly underperformed the S&P 500 by 37.8% ann.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $42.70 (2008 Q3) Β· Worst: $217.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 6 trims. Bought during 1 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Kimelman & Baird, LLC has been actively increasing its BA allocation β a bullish signal from insiders.
Currently 1.96% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size