Albion Financial Group’s LyondellBasell Industries LYB Stock Holding History

Albion Financial Group’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$1.1K	–	493
2023 Q2	$1.1K	Buy	+12	New	+$1.1K	﹤0.01%	411
2022 Q1	–	Sell	-1,900	Closed	-$175K	–	636
2021 Q4	$175K	Sell	1,900 -100	-5%	-$9.28K	0.01%	220
2021 Q3	$188K	Hold	2,000	–	–	0.02%	187
2021 Q2	$206K	Buy	+2,000	New	+$217K	0.02%	188
2020 Q4	$174K	Buy	+1,900	New	+$155K	0.02%	187
2019 Q3	–	Sell	-2,600	Closed	-$224K	–	210
2019 Q2	$224K	Hold	2,600	–	–	0.03%	188
2019 Q1	$219K	Hold	2,600	–	–	0.03%	182
2018 Q4	$216K	Buy	+2,600	New	+$238K	0.03%	175

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Albion Financial Group's LYB Position: Q3 2023 in Review

Albion Financial Group sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 12 shares — an estimated $1.1K sold.

Albion Financial Group first reported a position in LYB in Q4 2018 and held it in 8 quarters. The position peaked at $224K in Q2 2019. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

Albion Financial Group reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
Albion Financial Group sold 12 LyondellBasell Industries shares in Q3 2023, an estimated $1.1K.
Albion Financial Group first reported a position in LyondellBasell Industries in Q4 2018 and held it in 8 quarters.
Albion Financial Group's LyondellBasell Industries position peaked at $224K in Q2 2019.
936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Albion Financial Group's 13F filing for Q3 2023, filed 1 Nov 2023.