EWM
PX

Evercore Wealth Management’s Praxair Inc PX Stock Holding History

Evercore Wealth Management’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
-3,405
Closed -$547K – 429
2018
Q3 		$547K Buy
3,405
+56
+2% +$8.99K 0.02% 269
2018
Q2 		$530K Sell
3,349
-500
-13% -$77.3K 0.02% 263
2018
Q1 		$555K Sell
3,849
-60
-2% -$9.33K 0.02% 233
2017
Q4 		$604K Sell
3,909
-75
-2% -$11.1K 0.02% 236
2017
Q3 		$557K Sell
3,984
-125
-3% -$16.7K 0.02% 240
2017
Q2 		$544K Sell
4,109
-225
-5% -$28.9K 0.02% 243
2017
Q1 		$514K Sell
4,334
-217
-5% -$25.5K 0.02% 258
2016
Q4 		$534K Buy
4,551
+1,116
+32% +$133K 0.02% 251
2016
Q3 		$415K Sell
3,435
-119
-3% -$14.1K 0.02% 269
2016
Q2 		$399K Sell
3,554
-580
-14% -$65.8K 0.02% 269
2016
Q1 		$473K Sell
4,134
-987
-19% -$103K 0.02% 250
2015
Q4 		$524K Buy
5,121
+250
+5% +$27.3K 0.02% 250
2015
Q3 		$495K Sell
4,871
-57
-1% -$6.29K 0.02% 256
2015
Q2 		$590K Buy
4,928
+39
+0.8% +$4.75K 0.03% 250
2015
Q1 		$590K Sell
4,889
-177
-3% -$22.1K 0.03% 249
2014
Q4 		$656K Sell
5,066
-386
-7% -$48.9K 0.03% 211
2014
Q3 		$703K Sell
5,452
-4
-0.1% -$525 0.04% 222
2014
Q2 		$724K Buy
5,456
+226
+4% +$29.6K 0.04% 224
2014
Q1 		$686K Sell
5,230
-7,050
-57% -$914K 0.04% 222
2013
Q4 		$1.6M Buy
12,280
+6,861
+127% +$856K 0.09% 156
2013
Q3 		$652K Sell
5,419
-602
-10% -$71.5K 0.04% 253
2013
Q2 		$694K Buy
+6,021
New +$686K 0.04% 243

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Evercore Wealth Management's PX Position: Q4 2018 in Review

Evercore Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 3,405 shares — an estimated $547K sold.

Evercore Wealth Management first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $1.6M in Q4 2013. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Evercore Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 3,405 Praxair Inc shares in Q4 2018, an estimated $547K.
  • Evercore Wealth Management first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's Praxair Inc position peaked at $1.6M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.