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Balasa Dinverno & Foltz’s LyondellBasell Industries LYB Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		– Sell
-2,991
Closed -$262K – 347
2022
Q2 		$262K Buy
2,991
+117
+4% +$12.2K 0.02% 287
2022
Q1 		$296K Buy
+2,874
New +$287K 0.02% 270
2020
Q1 		– Sell
-2,139
Closed -$202K – 269
2019
Q4 		$202K Buy
+2,139
New +$196K 0.02% 255
2019
Q2 		– Sell
-4,719
Closed -$397K – 255
2019
Q1 		$397K Buy
4,719
+627
+15% +$54.2K 0.05% 156
2018
Q4 		$340K Sell
4,092
-1,388
-25% -$127K 0.04% 166
2018
Q3 		$562K Buy
5,480
+177
+3% +$19.4K 0.06% 128
2018
Q2 		$583K Buy
5,303
+2,157
+69% +$237K 0.08% 109
2018
Q1 		$332K Buy
3,146
+523
+20% +$58.4K 0.05% 152
2017
Q4 		$289K Buy
2,623
+403
+18% +$41.8K 0.04% 174
2017
Q3 		$220K Buy
+2,220
New +$200K 0.03% 191
2017
Q2 		– Sell
-4,990
Closed -$455K – 210
2017
Q1 		$455K Sell
4,990
-1,192
-19% -$109K 0.08% 116
2016
Q4 		$530K Buy
6,182
+2,166
+54% +$182K 0.09% 89
2016
Q3 		$324K Buy
4,016
+389
+11% +$30.1K 0.06% 126
2016
Q2 		$270K Sell
3,627
-1,383
-28% -$114K 0.05% 143
2016
Q1 		$429K Sell
5,010
-1,101
-18% -$88.4K 0.08% 101
2015
Q4 		$531K Buy
6,111
+3,154
+107% +$290K 0.09% 87
2015
Q3 		$246K Sell
2,957
-1,229
-29% -$109K 0.04% 167
2015
Q2 		$433K Buy
4,186
+1,902
+83% +$191K 0.07% 104
2015
Q1 		$201K Buy
+2,284
New +$192K 0.03% 199

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balasa Dinverno & Foltz's LYB Position: Q3 2022 in Review

Balasa Dinverno & Foltz sold out of LyondellBasell Industries (LYB) in Q3 2022, closing a stake of 2,991 shares — an estimated $262K sold.

Balasa Dinverno & Foltz first reported a position in LYB in Q1 2015 and held it in 19 quarters. The position peaked at $583K in Q2 2018. 842 funds tracked by Wall St. Rank hold LYB as of Q3 2022.

  • Balasa Dinverno & Foltz reported no remaining LyondellBasell Industries position as of Q3 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 2,991 LyondellBasell Industries shares in Q3 2022, an estimated $262K.
  • Balasa Dinverno & Foltz first reported a position in LyondellBasell Industries in Q1 2015 and held it in 19 quarters.
  • Balasa Dinverno & Foltz's LyondellBasell Industries position peaked at $583K in Q2 2018.
  • 842 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.