PCM
PX

Palestra Capital Management’s Praxair Inc PX Stock Holding History

Palestra Capital 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
2017
Q4 		– Sell
-554,900
Closed -$77.5M – 29
2017
Q3 		$77.5M Sell
554,900
-5,100
-0.9% -$680K 4.81% 10
2017
Q2 		$74.2M Sell
560,000
-290,000
-34% -$37.2M 5.71% 5
2017
Q1 		$101M Buy
850,000
+380,000
+81% +$44.7M 7.64% 1
2016
Q4 		$55.1M Buy
+470,000
New +$55.9M 3.1% 11

Other funds holding PX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Palestra Capital Management's PX Position: Q4 2017 in Review

Palestra Capital Management sold out of Praxair Inc (PX) in Q4 2017, closing a stake of 554,900 shares — an estimated $77.5M sold.

Palestra Capital Management first reported a position in PX in Q4 2016 and held it in 4 quarters. The position peaked at $101M in Q1 2017. 1,023 funds tracked by Wall St. Rank hold PX as of Q4 2017.

  • Palestra Capital Management reported no remaining Praxair Inc position as of Q4 2017 after selling out during the quarter.
  • Palestra Capital Management sold 554,900 Praxair Inc shares in Q4 2017, an estimated $77.5M.
  • Palestra Capital Management first reported a position in Praxair Inc in Q4 2016 and held it in 4 quarters.
  • Palestra Capital Management's Praxair Inc position peaked at $101M in Q1 2017.
  • 1,023 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2017.

Based on Palestra Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.