AL
PX

Aspiriant LLC’s Praxair Inc PX Stock Holding History

Aspiriant LLC’s Portfolio PX Stock Details PX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,037
Closed -$487K – 259
2018
Q3 		$487K Sell
3,037
-94
-3% -$15.1K 0.04% 157
2018
Q2 		$495K Sell
3,131
-299
-9% -$46.2K 0.04% 159
2018
Q1 		$495K Buy
+3,430
New +$533K 0.04% 155
2017
Q4 		– Sell
-3,853
Closed -$538K – 202
2017
Q3 		$538K Sell
3,853
-1,457
-27% -$194K 0.05% 134
2017
Q2 		$704K Sell
5,310
-1,712
-24% -$220K 0.06% 128
2017
Q1 		$833K Sell
7,022
-362
-5% -$42.6K 0.07% 126
2016
Q4 		$865K Buy
7,384
+190
+3% +$22.6K 0.08% 116
2016
Q3 		$869K Buy
+7,194
New +$851K 0.09% 112
2016
Q2 		– Sell
-6,627
Closed -$758K – 195
2016
Q1 		$758K Buy
+6,627
New +$692K 0.07% 111

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return