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Berger Financial Group’s LyondellBasell Industries LYB Stock Holding History

Berger 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
2024
Q1 		– Sell
-48,928
Closed -$4.65M – 370
2023
Q4 		$4.65M Sell
48,928
-577
-1% -$54K 0.48% 62
2023
Q3 		$4.69M Buy
49,505
+586
+1% +$56.3K 0.54% 53
2023
Q2 		$4.49M Sell
48,919
-1,381
-3% -$126K 0.51% 59
2023
Q1 		$4.72M Buy
50,300
+7,836
+18% +$729K 0.57% 50
2022
Q4 		$3.53M Buy
+42,464
New +$3.48M 0.47% 68

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Berger Financial Group's LYB Position: Q1 2024 in Review

Berger Financial Group sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 48,928 shares — an estimated $4.65M sold.

Berger Financial Group first reported a position in LYB in Q4 2022 and held it in 5 quarters. The position peaked at $4.72M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Berger Financial Group reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Berger Financial Group sold 48,928 LyondellBasell Industries shares in Q1 2024, an estimated $4.65M.
  • Berger Financial Group first reported a position in LyondellBasell Industries in Q4 2022 and held it in 5 quarters.
  • Berger Financial Group's LyondellBasell Industries position peaked at $4.72M in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.