Charter Oak Capital Management’s LyondellBasell Industries LYB Stock Holding History

Charter Oak 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
2021 Q4	–	Sell	-300	Closed	-$28K	–	891
2021 Q3	$28K	Hold	300	–	–	﹤0.01%	409
2021 Q2	$31K	Hold	300	–	–	﹤0.01%	379
2021 Q1	$31K	Hold	300	–	–	﹤0.01%	379
2020 Q4	$27K	Buy	+300	New	+$24.4K	﹤0.01%	376

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charter Oak Capital Management's LYB Position: Q4 2021 in Review

Charter Oak Capital Management sold out of LyondellBasell Industries (LYB) in Q4 2021, closing a stake of 300 shares — an estimated $28K sold.

Charter Oak Capital Management first reported a position in LYB in Q4 2020 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 835 funds tracked by Wall St. Rank hold LYB as of Q4 2021.

Charter Oak Capital Management reported no remaining LyondellBasell Industries position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 300 LyondellBasell Industries shares in Q4 2021, an estimated $28K.
Charter Oak Capital Management first reported a position in LyondellBasell Industries in Q4 2020 and held it in 4 quarters.
Charter Oak Capital Management's LyondellBasell Industries position peaked at $31K in Q2 2021.
835 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.