Disciplined Investments’s LyondellBasell Industries LYB Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-50	Closed	-$4.59K	–	936
2023 Q2	$4.59K	Sell	50 -3	-6%	-$274	﹤0.01%	433
2023 Q1	$4.98K	Buy	53 +23	+77%	+$2.14K	﹤0.01%	441
2022 Q4	$2.49K	Buy	30 +5	+20%	+$410	﹤0.01%	552
2022 Q3	$2K	Sell	25 -20	-44%	-$1.69K	﹤0.01%	675
2022 Q2	$4K	Sell	45 -1	-2%	-$104	﹤0.01%	487
2022 Q1	$5K	Buy	+46	New	+$4.59K	﹤0.01%	461
2020 Q3	–	Sell	-87	Closed	-$6K	–	426
2020 Q2	$6K	Hold	87	–	–	﹤0.01%	302
2020 Q1	$4K	Buy	+87	New	+$6.4K	﹤0.01%	333

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Disciplined Investments's LYB Position: Q3 2023 in Review

Disciplined Investments sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 50 shares — an estimated $4.59K sold.

Disciplined Investments first reported a position in LYB in Q1 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2020. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

Disciplined Investments reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 50 LyondellBasell Industries shares in Q3 2023, an estimated $4.59K.
Disciplined Investments first reported a position in LyondellBasell Industries in Q1 2020 and held it in 8 quarters.
Disciplined Investments's LyondellBasell Industries position peaked at $6K in Q2 2020.
936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.