GT
PX

Greenleaf Trust’s Praxair Inc PX Stock Holding History

Greenleaf Trust’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
-9,837
Closed -$1.58M – 572
2018
Q3 		$1.58M Sell
9,837
-223
-2% -$35.8K 0.03% 115
2018
Q2 		$1.59M Buy
10,060
+2,060
+26% +$318K 0.03% 109
2018
Q1 		$1.15M Sell
8,000
-194
-2% -$30.2K 0.02% 137
2017
Q4 		$1.27M Buy
8,194
+351
+4% +$52.1K 0.03% 133
2017
Q3 		$1.1M Sell
7,843
-1,468
-16% -$196K 0.02% 140
2017
Q2 		$1.23M Buy
9,311
+49
+0.5% +$6.28K 0.03% 115
2017
Q1 		$1.1M Buy
+9,262
New +$1.09M 0.03% 101
2013
Q3 		– Sell
-2,044
Closed -$235K – 167
2013
Q2 		$235K Buy
+2,044
New +$233K 0.01% 145

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