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Beacon Financial Group’s LyondellBasell Industries LYB Stock Holding History

Beacon 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
2020
Q1 		– Sell
-3,463
Closed -$327K – 180
2019
Q4 		$327K Sell
3,463
-100
-3% -$9.16K 0.04% 174
2019
Q3 		$316K Buy
3,563
+163
+5% +$13.3K 0.05% 170
2019
Q2 		$293K Buy
+3,400
New +$290K 0.05% 179
2016
Q2 		– Sell
-4,534
Closed -$389K – 177
2016
Q1 		$389K Sell
4,534
-855
-16% -$68.6K 0.08% 139
2015
Q4 		$472K Buy
5,389
+443
+9% +$40.8K 0.11% 117
2015
Q3 		$400K Buy
+4,946
New +$440K 0.1% 123

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Group's LYB Position: Q1 2020 in Review

Beacon Financial Group sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 3,463 shares — an estimated $327K sold.

Beacon Financial Group first reported a position in LYB in Q3 2015 and held it in 6 quarters. The position peaked at $472K in Q4 2015. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • Beacon Financial Group reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Group sold 3,463 LyondellBasell Industries shares in Q1 2020, an estimated $327K.
  • Beacon Financial Group first reported a position in LyondellBasell Industries in Q3 2015 and held it in 6 quarters.
  • Beacon Financial Group's LyondellBasell Industries position peaked at $472K in Q4 2015.
  • 670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Beacon Financial Group's 13F filing for Q1 2020, filed 29 Jun 2020.