Berman Capital Advisors’s LyondellBasell Industries LYB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$79K	Buy	847 +234	+38%	+$23K	0.01%	512
2021 Q2	$63K	Buy	613 +76	+14%	+$8.23K	0.01%	500
2021 Q1	$55K	Buy	537 +198	+58%	+$19.7K	0.01%	448
2020 Q4	$30K	Buy	339 +45	+15%	+$3.67K	0.01%	557
2020 Q3	$20K	Buy	294 +42	+17%	+$2.9K	0.01%	583
2020 Q2	$15K	Buy	252 +13	+5%	+$774	﹤0.01%	626
2020 Q1	$11K	Sell	239 -335	-58%	-$24.6K	﹤0.01%	642
2019 Q4	$54K	Hold	574	–	–	0.02%	315
2019 Q3	$51K	Buy	574 +174	+44%	+$14.2K	0.02%	296
2019 Q2	$34K	Sell	400 -216	-35%	-$18.4K	0.01%	383
2019 Q1	$51K	Buy	616 +236	+62%	+$20.4K	0.02%	267
2018 Q4	$31K	Buy	+380	New	+$34.8K	0.01%	309

Other funds holding LYB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's LYB Position: Q3 2021 in Review

Berman Capital Advisors increased its LyondellBasell Industries (LYB) stake by 38% in Q3 2021, buying an estimated $23K and bringing the position to 847 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #512.

Berman Capital Advisors first reported a position in LYB in Q4 2018 and has held it in 12 quarters since. 785 funds tracked by Wall St. Rank hold LYB as of Q3 2021.

Berman Capital Advisors held 847 shares of LyondellBasell Industries worth $79K as of Q3 2021.
Berman Capital Advisors bought 234 LyondellBasell Industries shares in Q3 2021, an estimated $23K.
LyondellBasell Industries made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #512 holding.
Berman Capital Advisors first reported a position in LyondellBasell Industries in Q4 2018 and has held it in 12 quarters since.
785 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.