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Buckingham Strategic Wealth’s LyondellBasell Industries LYB Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$247K Buy
2,578
+123
+5% +$12.2K ﹤0.01% 652
2024
Q1 		$251K Buy
2,455
+46
+2% +$4.48K ﹤0.01% 639
2023
Q4 		$229K Sell
2,409
-43
-2% -$4.02K ﹤0.01% 649
2023
Q3 		$232K Buy
2,452
+160
+7% +$15.4K ﹤0.01% 596
2023
Q2 		$210K Buy
+2,292
New +$209K ﹤0.01% 629
2021
Q4 		– Sell
-2,747
Closed -$258K – 618
2021
Q3 		$258K Buy
2,747
+41
+2% +$4.02K 0.01% 499
2021
Q2 		$278K Hold
2,706
– – 0.01% 478
2021
Q1 		$282K Buy
+2,706
New +$269K 0.01% 449
2020
Q1 		– Sell
-3,291
Closed -$311K – 496
2019
Q4 		$311K Sell
3,291
-532
-14% -$48.8K 0.03% 355
2019
Q3 		$342K Sell
3,823
-370
-9% -$30.2K 0.04% 297
2019
Q2 		$361K Buy
4,193
+1,506
+56% +$128K 0.04% 298
2019
Q1 		$226K Buy
2,687
+40
+2% +$3.46K 0.03% 365
2018
Q4 		$220K Buy
2,647
+29
+1% +$2.65K 0.03% 313
2018
Q3 		$268K Buy
2,618
+16
+0.6% +$1.75K 0.04% 289
2018
Q2 		$286K Buy
+2,602
New +$286K 0.05% 267
2018
Q1 		– Sell
-2,507
Closed -$277K – 333
2017
Q4 		$277K Buy
2,507
+210
+9% +$21.8K 0.06% 249
2017
Q3 		$228K Buy
+2,297
New +$207K 0.05% 256

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Buckingham Strategic Wealth's LYB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its LyondellBasell Industries (LYB) stake by 5% in Q2 2024, buying an estimated $12.2K and bringing the position to 2,578 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Buckingham Strategic Wealth first reported a position in LYB in Q3 2017 and has held it in 17 quarters since. The position peaked at $361K in Q2 2019. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

  • Buckingham Strategic Wealth held 2,578 shares of LyondellBasell Industries worth $247K as of Q2 2024.
  • Buckingham Strategic Wealth bought 123 LyondellBasell Industries shares in Q2 2024, an estimated $12.2K.
  • LyondellBasell Industries made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #652 holding.
  • Buckingham Strategic Wealth first reported a position in LyondellBasell Industries in Q3 2017 and has held it in 17 quarters since.
  • Buckingham Strategic Wealth's LyondellBasell Industries position peaked at $361K in Q2 2019.
  • 1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.