BerganKDV Wealth Management’s LyondellBasell Industries LYB Stock Holding History

BerganKDV 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
2023 Q2	$1.19K	Sell	13 -28	-68%	-$2.56K	﹤0.01%	740
2023 Q1	$3.88K	Hold	41	–	–	﹤0.01%	727
2022 Q4	$3.43K	Sell	41 -1	-2%	-$82	﹤0.01%	731
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	762
2022 Q2	$4K	Sell	42 -1	-2%	-$104	﹤0.01%	734
2022 Q1	$4K	Sell	43 -1	-2%	-$100	﹤0.01%	762
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	820
2021 Q3	$4K	Sell	44 -114	-72%	-$11.2K	﹤0.01%	783
2021 Q2	$16K	Hold	158	–	–	﹤0.01%	543
2021 Q1	$16K	Sell	158 -314	-67%	-$31.2K	﹤0.01%	517
2020 Q4	$43K	Buy	472 +158	+50%	+$12.9K	0.01%	369
2020 Q3	$22K	Sell	314 -2,372	-88%	-$164K	﹤0.01%	413
2020 Q2	$177K	Sell	2,686 -19,838	-88%	-$1.18M	0.03%	229
2020 Q1	$1.12M	Buy	22,524 +2,060	+10%	+$151K	0.23%	85
2019 Q4	$1.93M	Sell	20,464 -2,000	-9%	-$183K	0.34%	63
2019 Q3	$2.01M	Buy	22,464 +1,575	+8%	+$128K	0.4%	55
2019 Q2	$1.8M	Buy	+20,889	New	+$1.78M	0.36%	61

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BerganKDV Wealth Management's LYB Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its LyondellBasell Industries (LYB) stake by 68% in Q2 2023, selling an estimated $2.56K and leaving 13 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

BerganKDV Wealth Management first reported a position in LYB in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.01M in Q3 2019. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

BerganKDV Wealth Management held 13 shares of LyondellBasell Industries worth $1.19K as of Q2 2023.
BerganKDV Wealth Management sold 28 LyondellBasell Industries shares in Q2 2023, an estimated $2.56K.
LyondellBasell Industries made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #740 holding.
BerganKDV Wealth Management first reported a position in LyondellBasell Industries in Q2 2019 and has held it in 17 quarters since.
BerganKDV Wealth Management's LyondellBasell Industries position peaked at $2.01M in Q3 2019.
927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.