DA
LYB icon

Drake & Associates’s LyondellBasell Industries LYB Stock Holding History

Drake & 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
2024
Q3 		– Sell
-4,965
Closed -$475K – 90
2024
Q2 		$475K Sell
4,965
-224
-4% -$22.2K 0.17% 43
2024
Q1 		$531K Buy
5,189
+33
+0.6% +$3.21K 0.19% 36
2023
Q4 		$490K Sell
5,156
-488
-9% -$45.6K 0.2% 37
2023
Q3 		$534K Buy
+5,644
New +$543K 0.24% 31

Other funds holding LYB

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Drake & Associates's LYB Position: Q3 2024 in Review

Drake & Associates sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 4,965 shares — an estimated $475K sold.

Drake & Associates first reported a position in LYB in Q3 2023 and held it in 4 quarters. The position peaked at $534K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Drake & Associates reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Drake & Associates sold 4,965 LyondellBasell Industries shares in Q3 2024, an estimated $475K.
  • Drake & Associates first reported a position in LyondellBasell Industries in Q3 2023 and held it in 4 quarters.
  • Drake & Associates's LyondellBasell Industries position peaked at $534K in Q3 2023.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Drake & Associates's 13F filing for Q3 2024, filed 16 Oct 2024.