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Kimelman & Baird’s ProShares Short S&P500 SH Stock Holding History

Kimelman & Baird’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-375
Closed -$16.3K – 368
2024
Q3 		$16.3K Hold
375
– – ﹤0.01% 246
2024
Q2 		$17.1K Buy
+375
New +$18K ﹤0.01% 245

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Kimelman & Baird's SH Position: Q4 2024 in Review

Kimelman & Baird sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 375 shares — an estimated $16.3K sold.

Kimelman & Baird first reported a position in SH in Q2 2024 and held it in 2 quarters. The position peaked at $17.1K in Q2 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

  • Kimelman & Baird reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
  • Kimelman & Baird sold 375 ProShares Short S&P500 shares in Q4 2024, an estimated $16.3K.
  • Kimelman & Baird first reported a position in ProShares Short S&P500 in Q2 2024 and held it in 2 quarters.
  • Kimelman & Baird's ProShares Short S&P500 position peaked at $17.1K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.