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Carroll Financial Associates’s LyondellBasell Industries LYB Stock Holding History

Carroll Financial Associates’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
Q4 		$114K Sell
1,244
-11
-0.9% -$1.02K 0.01% 503
2021
Q3 		$117K Sell
1,255
-163
-11% -$16K 0.01% 501
2021
Q2 		$145K Buy
1,418
+783
+123% +$84.8K 0.01% 492
2021
Q1 		$66K Hold
635
– – ﹤0.01% 694
2020
Q4 		$58K Buy
635
+142
+29% +$11.6K ﹤0.01% 664
2020
Q3 		$34K Hold
493
– – ﹤0.01% 743
2020
Q2 		$32K Sell
493
-1
-0.2% -$60 ﹤0.01% 758
2020
Q1 		$24K Buy
494
+492
+24,600% +$36.2K ﹤0.01% 747
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1615
2019
Q3 		$0 Sell
2
-9
-82% -$734 ﹤0.01% 1627
2019
Q2 		$0 Sell
11
-312
-97% -$26.6K ﹤0.01% 1645
2019
Q1 		$27K Sell
323
-20
-6% -$1.73K ﹤0.01% 686
2018
Q4 		$29K Hold
343
– – ﹤0.01% 584
2018
Q3 		$35K Buy
343
+2
+0.6% +$219 ﹤0.01% 582
2018
Q2 		$37K Buy
341
+2
+0.6% +$220 ﹤0.01% 552
2018
Q1 		$35K Buy
339
+23
+7% +$2.57K ﹤0.01% 553
2017
Q4 		$34K Hold
316
– – ﹤0.01% 550
2017
Q3 		$31K Hold
316
– – ﹤0.01% 571
2017
Q2 		$26K Hold
316
– – ﹤0.01% 623
2017
Q1 		$28K Hold
316
– – ﹤0.01% 592
2016
Q4 		$27K Hold
316
– – ﹤0.01% 576
2016
Q3 		$25K Buy
316
+200
+172% +$15.5K ﹤0.01% 598
2016
Q2 		$8K Hold
116
– – ﹤0.01% 839
2016
Q1 		$9K Sell
116
-4
-3% -$321 ﹤0.01% 789
2015
Q4 		$10K Hold
120
– – ﹤0.01% 740
2015
Q3 		$10K Sell
120
-54
-31% -$4.8K ﹤0.01% 715
2015
Q2 		$18K Buy
174
+67
+63% +$6.74K ﹤0.01% 585
2015
Q1 		$9K Hold
107
– – ﹤0.01% 536
2014
Q4 		$9K Sell
107
-264
-71% -$22.9K 0.01% 503
2014
Q3 		$32K Hold
371
– – 0.01% 377
2014
Q2 		$36K Buy
371
+170
+85% +$16.2K 0.01% 372
2014
Q1 		$18K Buy
+201
New +$16.9K 0.01% 438

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carroll Financial Associates's LYB Position: Q4 2021 in Review

Carroll Financial Associates reduced its LyondellBasell Industries (LYB) stake by 0.88% in Q4 2021, selling an estimated $1.02K and leaving 1,244 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #503.

Carroll Financial Associates first reported a position in LYB in Q1 2014 and has held it in 32 quarters since. The position peaked at $145K in Q2 2021. 835 funds tracked by Wall St. Rank hold LYB as of Q4 2021.

  • Carroll Financial Associates held 1,244 shares of LyondellBasell Industries worth $114K as of Q4 2021.
  • Carroll Financial Associates sold 11 LyondellBasell Industries shares in Q4 2021, an estimated $1.02K.
  • LyondellBasell Industries made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #503 holding.
  • Carroll Financial Associates first reported a position in LyondellBasell Industries in Q1 2014 and has held it in 32 quarters since.
  • Carroll Financial Associates's LyondellBasell Industries position peaked at $145K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.