BCM
LYB icon

Bourgeon Capital Management’s LyondellBasell Industries LYB Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-500
Closed -$47.5K – 251
2023
Q4 		$47.5K Hold
500
– – 0.01% 154
2023
Q3 		$47.4K Hold
500
– – 0.01% 143
2023
Q2 		$45.9K Sell
500
-500
-50% -$45.7K 0.01% 153
2023
Q1 		$93.9K Sell
1,000
-1,000
-50% -$93K 0.02% 119
2022
Q4 		$166K Hold
2,000
– – 0.04% 104
2022
Q3 		$151K Hold
2,000
– – 0.04% 93
2022
Q2 		$175K Buy
2,000
+500
+33% +$52.1K 0.05% 95
2022
Q1 		$154K Sell
1,500
-84,875
-98% -$8.46M 0.03% 106
2021
Q4 		$7.97M Buy
86,375
+505
+0.6% +$46.9K 1.64% 24
2021
Q3 		$8.06M Buy
85,870
+15,659
+22% +$1.54M 1.72% 24
2021
Q2 		$7.22M Sell
70,211
-38,655
-36% -$4.18M 1.55% 26
2021
Q1 		$11.3M Sell
108,866
-390
-0.4% -$38.7K 2.51% 13
2020
Q4 		$10M Buy
109,256
+3,132
+3% +$255K 2.47% 14
2020
Q3 		$7.48M Sell
106,124
-2,602
-2% -$180K 2.27% 20
2020
Q2 		$7.14M Buy
108,726
+84,076
+341% +$5M 2.54% 16
2020
Q1 		$1.22M Buy
24,650
+19,675
+395% +$1.45M 0.63% 37
2019
Q4 		$470K Sell
4,975
-200
-4% -$18.3K 0.22% 54
2019
Q3 		$463K Buy
5,175
+175
+4% +$14.3K 0.25% 54
2019
Q2 		$431K Buy
5,000
+750
+18% +$64K 0.25% 53
2019
Q1 		$357K Buy
+4,250
New +$367K 0.21% 53
2015
Q2 		– Sell
-2,500
Closed -$219K – 112
2015
Q1 		$219K Sell
2,500
-4,650
-65% -$391K 0.13% 99
2014
Q4 		$568K Buy
+7,150
New +$620K 0.35% 62

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

Bourgeon Capital Management's LYB Position: Q1 2024 in Review

Bourgeon Capital Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 500 shares — an estimated $47.5K sold.

Bourgeon Capital Management first reported a position in LYB in Q4 2014 and held it in 22 quarters. The position peaked at $11.3M in Q1 2021. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Bourgeon Capital Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 500 LyondellBasell Industries shares in Q1 2024, an estimated $47.5K.
  • Bourgeon Capital Management first reported a position in LyondellBasell Industries in Q4 2014 and held it in 22 quarters.
  • Bourgeon Capital Management's LyondellBasell Industries position peaked at $11.3M in Q1 2021.
  • 1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.