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Annex Advisory Services’s LyondellBasell Industries LYB Stock Holding History

Annex Advisory Services’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
2019
Q3 		– Sell
-19,494
Closed -$1.68M – 126
2019
Q2 		$1.68M Buy
19,494
+1,208
+7% +$103K 0.24% 49
2019
Q1 		$1.54M Buy
18,286
+338
+2% +$29.2K 0.23% 52
2018
Q4 		$1.49M Buy
17,948
+2,559
+17% +$234K 0.24% 55
2018
Q3 		$1.58M Buy
15,389
+1,397
+10% +$153K 0.24% 56
2018
Q2 		$1.54M Buy
13,992
+699
+5% +$76.7K 0.26% 45
2018
Q1 		$1.41M Buy
13,293
+1,371
+11% +$153K 0.26% 47
2017
Q4 		$1.31M Buy
11,922
+1,273
+12% +$132K 0.25% 42
2017
Q3 		$1.05M Buy
10,649
+844
+9% +$75.9K 0.22% 49
2017
Q2 		$827K Buy
9,805
+1,140
+13% +$94.7K 0.18% 56
2017
Q1 		$790K Buy
8,665
+1,516
+21% +$138K 0.2% 49
2016
Q4 		$613K Buy
7,149
+72
+1% +$6.04K 0.15% 62
2016
Q3 		$571K Sell
7,077
-194
-3% -$15K 0.15% 65
2016
Q2 		$541K Buy
7,271
+147
+2% +$12.1K 0.15% 68
2016
Q1 		$610K Buy
7,124
+296
+4% +$23.8K 0.17% 56
2015
Q4 		$593K Buy
6,828
+640
+10% +$58.9K 0.17% 57
2015
Q3 		$516K Buy
6,188
+1,613
+35% +$143K 0.17% 55
2015
Q2 		$474K Buy
4,575
+1,201
+36% +$121K 0.15% 47
2015
Q1 		$296K Buy
+3,374
New +$284K 0.1% 81

Other funds holding LYB

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annex Advisory Services's LYB Position: Q3 2019 in Review

Annex Advisory Services sold out of LyondellBasell Industries (LYB) in Q3 2019, closing a stake of 19,494 shares — an estimated $1.68M sold.

Annex Advisory Services first reported a position in LYB in Q1 2015 and held it in 18 quarters. The position peaked at $1.68M in Q2 2019. 775 funds tracked by Wall St. Rank hold LYB as of Q3 2019.

  • Annex Advisory Services reported no remaining LyondellBasell Industries position as of Q3 2019 after selling out during the quarter.
  • Annex Advisory Services sold 19,494 LyondellBasell Industries shares in Q3 2019, an estimated $1.68M.
  • Annex Advisory Services first reported a position in LyondellBasell Industries in Q1 2015 and held it in 18 quarters.
  • Annex Advisory Services's LyondellBasell Industries position peaked at $1.68M in Q2 2019.
  • 775 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2019.

Based on Annex Advisory Services's 13F filing for Q3 2019, filed 14 Nov 2019.