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Baker Avenue Asset Management’s LyondellBasell Industries LYB Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-108
Closed -$10.2K – 1016
2023
Q3 		$10.2K Buy
108
+18
+20% +$1.73K ﹤0.01% 763
2023
Q2 		$8.27K Sell
90
-5
-5% -$457 ﹤0.01% 773
2023
Q1 		$8.92K Sell
95
-61
-39% -$5.67K ﹤0.01% 779
2022
Q4 		$13K Buy
+156
New +$12.8K ﹤0.01% 680
2022
Q1 		– Sell
-2,792
Closed -$257K – 316
2021
Q4 		$257K Buy
2,792
+229
+9% +$21.2K 0.01% 283
2021
Q3 		$240K Buy
+2,563
New +$252K 0.01% 236
2019
Q2 		– Sell
-27,795
Closed -$2.34M – 242
2019
Q1 		$2.34M Buy
27,795
+290
+1% +$25.1K 0.19% 86
2018
Q4 		$2.29M Sell
27,505
-5,443
-17% -$498K 0.23% 86
2018
Q3 		$3.38M Buy
32,948
+24,412
+286% +$2.67M 0.28% 81
2018
Q2 		$938K Buy
8,536
+153
+2% +$16.8K 0.08% 162
2018
Q1 		$886K Buy
8,383
+2,740
+49% +$306K 0.08% 166
2017
Q4 		$623K Buy
+5,643
New +$585K 0.06% 181

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baker Avenue Asset Management's LYB Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 108 shares — an estimated $10.2K sold.

Baker Avenue Asset Management first reported a position in LYB in Q4 2017 and held it in 12 quarters. The position peaked at $3.38M in Q3 2018. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 108 LyondellBasell Industries shares in Q4 2023, an estimated $10.2K.
  • Baker Avenue Asset Management first reported a position in LyondellBasell Industries in Q4 2017 and held it in 12 quarters.
  • Baker Avenue Asset Management's LyondellBasell Industries position peaked at $3.38M in Q3 2018.
  • 1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.