Capital Financial Services’s LyondellBasell Industries LYB Stock Holding History

Capital Financial Services’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
2022 Q4	$214K	Sell	2,577 -250	-9%	-$20.5K	0.3%	70
2022 Q3	$213K	Hold	2,827	–	–	0.31%	68
2022 Q2	$247K	Hold	2,827	–	–	0.35%	64
2022 Q1	$291K	Hold	2,827	–	–	0.34%	64
2021 Q4	$261K	Sell	2,827 -1,240	-30%	-$115K	0.28%	65
2021 Q3	$382K	Buy	+4,067	New	+$399K	0.47%	50

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Financial Services's LYB Position: Q4 2022 in Review

Capital Financial Services reduced its LyondellBasell Industries (LYB) stake by 8.8% in Q4 2022, selling an estimated $20.5K and leaving 2,577 shares worth $214K. The position accounts for 0.3% of the portfolio, ranked #70.

Capital Financial Services first reported a position in LYB in Q3 2021 and has held it in 6 quarters since. The position peaked at $382K in Q3 2021. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Capital Financial Services held 2,577 shares of LyondellBasell Industries worth $214K as of Q4 2022.
Capital Financial Services sold 250 LyondellBasell Industries shares in Q4 2022, an estimated $20.5K.
LyondellBasell Industries made up 0.3% of Capital Financial Services's portfolio in Q4 2022, its #70 holding.
Capital Financial Services first reported a position in LyondellBasell Industries in Q3 2021 and has held it in 6 quarters since.
Capital Financial Services's LyondellBasell Industries position peaked at $382K in Q3 2021.
897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.