Bar Harbor Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Bar Harbor Wealth 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
2022 Q2	–	Sell	-6,690	Closed	-$688K	–	270
2022 Q1	$688K	Sell	6,690 -13,630	-67%	-$1.36M	0.06%	141
2021 Q4	$1.87M	Sell	20,320 -5,305	-21%	-$492K	0.16%	98
2021 Q3	$2.4M	Buy	25,625 +4,792	+23%	+$470K	0.22%	85
2021 Q2	$2.14M	Buy	20,833 +4,195	+25%	+$454K	0.2%	91
2021 Q1	$1.73M	Buy	+16,638	New	+$1.65M	0.17%	104
2016 Q2	–	Sell	-2,815	Closed	-$240K	–	326
2016 Q1	$240K	Sell	2,815 -202	-7%	-$16.2K	0.03%	271
2015 Q4	$262K	Buy	+3,017	New	+$278K	0.03%	257
2015 Q2	–	Sell	-7,612	Closed	-$669K	–	290
2015 Q1	$669K	Hold	7,612	–	–	0.08%	164
2014 Q4	$604K	Hold	7,612	–	–	0.08%	169
2014 Q3	$827K	Hold	7,612	–	–	0.11%	135
2014 Q2	$743K	Hold	7,612	–	–	0.09%	150
2014 Q1	$677K	Buy	7,612 +40	+0.5%	+$3.37K	0.09%	158
2013 Q4	$608K	Hold	7,572	–	–	0.08%	169
2013 Q3	$554K	Hold	7,572	–	–	0.08%	169
2013 Q2	$502K	Buy	+7,572	New	+$478K	0.07%	173

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bar Harbor Wealth Management's LYB Position: Q2 2022 in Review

Bar Harbor Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2022, closing a stake of 6,690 shares — an estimated $688K sold.

Bar Harbor Wealth Management first reported a position in LYB in Q2 2013 and held it in 15 quarters. The position peaked at $2.4M in Q3 2021. 890 funds tracked by Wall St. Rank hold LYB as of Q2 2022.

Bar Harbor Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2022 after selling out during the quarter.
Bar Harbor Wealth Management sold 6,690 LyondellBasell Industries shares in Q2 2022, an estimated $688K.
Bar Harbor Wealth Management first reported a position in LyondellBasell Industries in Q2 2013 and held it in 15 quarters.
Bar Harbor Wealth Management's LyondellBasell Industries position peaked at $2.4M in Q3 2021.
890 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2022.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.