Cumberland Advisors’s LyondellBasell Industries LYB Stock Holding History

Cumberland Advisors’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
2025 Q1	–	Sell	-3,600	Closed	-$267K	–	50
2024 Q4	$267K	Hold	3,600	–	–	0.11%	44
2024 Q3	$345K	Buy	3,600 +800	+29%	+$76.7K	0.14%	39
2024 Q2	$268K	Sell	2,800 -2,500	-47%	-$248K	0.11%	48
2024 Q1	$542K	Hold	5,300	–	–	0.2%	46
2023 Q4	$504K	Hold	5,300	–	–	0.22%	43
2023 Q3	$502K	Hold	5,300	–	–	0.22%	44
2023 Q2	$487K	Hold	5,300	–	–	0.22%	44
2023 Q1	$498K	Sell	5,300 -3,000	-36%	-$279K	0.2%	46
2022 Q4	$689K	Buy	8,300 +300	+4%	+$24.6K	0.3%	44
2022 Q3	$602K	Buy	8,000 +450	+6%	+$38K	0.24%	43
2022 Q2	$660K	Hold	7,550	–	–	0.22%	43
2022 Q1	$776K	Hold	7,550	–	–	0.18%	43
2021 Q4	$696K	Hold	7,550	–	–	0.15%	47
2021 Q3	$709K	Hold	7,550	–	–	0.16%	47
2021 Q2	$777K	Hold	7,550	–	–	0.18%	49
2021 Q1	$786K	Hold	7,550	–	–	0.19%	50
2020 Q4	$692K	Buy	+7,550	New	+$615K	0.25%	44
2020 Q2	$496K	Sell	7,550 -600	-7%	-$35.7K	0.19%	51
2020 Q1	$404K	Sell	8,150 -2,000	-20%	-$147K	0.16%	49
2019 Q4	$959K	Hold	10,150	–	–	0.33%	48
2019 Q3	$908K	Hold	10,150	–	–	0.26%	51
2019 Q2	$874K	Buy	10,150 +400	+4%	+$34.1K	0.3%	52
2019 Q1	$820K	Buy	9,750 +550	+6%	+$47.5K	0.28%	48
2018 Q4	$765K	Buy	+9,200	New	+$842K	0.27%	48

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cumberland Advisors's LYB Position: Q1 2025 in Review

Cumberland Advisors sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 3,600 shares — an estimated $267K sold.

Cumberland Advisors first reported a position in LYB in Q4 2018 and held it in 24 quarters. The position peaked at $959K in Q4 2019. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

Cumberland Advisors reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
Cumberland Advisors sold 3,600 LyondellBasell Industries shares in Q1 2025, an estimated $267K.
Cumberland Advisors first reported a position in LyondellBasell Industries in Q4 2018 and held it in 24 quarters.
Cumberland Advisors's LyondellBasell Industries position peaked at $959K in Q4 2019.
958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Cumberland Advisors's 13F filing for Q1 2025, filed 9 May 2025.