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 $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

Greenleaf Trust's PX Position: Q4 2018 in Review

Greenleaf Trust sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 9,837 shares — an estimated $1.58M sold.

Greenleaf Trust first reported a position in PX in Q2 2013 and held it in 8 quarters. The position peaked at $1.59M in Q2 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Greenleaf Trust reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Greenleaf Trust sold 9,837 Praxair Inc shares in Q4 2018, an estimated $1.58M.
  • Greenleaf Trust first reported a position in Praxair Inc in Q2 2013 and held it in 8 quarters.
  • Greenleaf Trust's Praxair Inc position peaked at $1.59M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Greenleaf Trust's 13F filing for Q4 2018, filed 7 Feb 2019.