LF
PX

Lee Financial’s Praxair Inc PX Stock Holding History

Lee Financial’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
-6,968
Closed -$1.12M – 499
2018
Q3 		$1.12M Sell
6,968
-70
-1% -$11.2K 0.28% 58
2018
Q2 		$1.11M Sell
7,038
-105
-1% -$16.2K 0.26% 57
2018
Q1 		$1.03M Buy
7,143
+4,228
+145% +$658K 0.26% 60
2017
Q4 		$450K Buy
+2,915
New +$432K 0.13% 83

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

Lee Financial's PX Position: Q4 2018 in Review

Lee Financial sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 6,968 shares — an estimated $1.12M sold.

Lee Financial first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $1.12M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Lee Financial reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 6,968 Praxair Inc shares in Q4 2018, an estimated $1.12M.
  • Lee Financial first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Lee Financial's Praxair Inc position peaked at $1.12M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.