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Elkfork Partners’s LyondellBasell Industries LYB Stock Holding History

Elkfork Partners’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
2019
Q3 		$19.2M Buy
215,138
+65,318
+44% +$5.33M 0.47% 52
2019
Q2 		$12.9M Buy
149,820
+107,910
+257% +$9.21M 0.32% 69
2019
Q1 		$3.52M Sell
41,910
-43,318
-51% -$3.74M 0.09% 193
2018
Q4 		$7.09M Sell
85,228
-26,664
-24% -$2.44M 0.2% 104
2018
Q3 		$11.5M Buy
111,892
+9,240
+9% +$1.01M 0.27% 81
2018
Q2 		$11.3M Buy
102,652
+18,656
+22% +$2.05M 0.29% 81
2018
Q1 		$8.88M Buy
83,996
+6,006
+8% +$671K 0.24% 88
2017
Q4 		$8.6M Buy
77,990
+3,894
+5% +$404K 0.23% 91
2017
Q3 		$7.34M Buy
74,096
+9,548
+15% +$859K 0.21% 91
2017
Q2 		$5.45M Buy
64,548
+3,278
+5% +$272K 0.16% 118
2017
Q1 		$5.59M Sell
61,270
-10,230
-14% -$934K 0.17% 116
2016
Q4 		$6.13M Buy
+71,500
New +$6M 0.2% 92

Other funds holding LYB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elkfork Partners's LYB Position: Q3 2019 in Review

Elkfork Partners increased its LyondellBasell Industries (LYB) stake by 44% in Q3 2019, buying an estimated $5.33M and bringing the position to 215,138 shares worth $19.2M. The position accounts for 0.47% of the portfolio, ranked #52.

Elkfork Partners first reported a position in LYB in Q4 2016 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold LYB as of Q3 2019.

  • Elkfork Partners held 215,138 shares of LyondellBasell Industries worth $19.2M as of Q3 2019.
  • Elkfork Partners bought 65,318 LyondellBasell Industries shares in Q3 2019, an estimated $5.33M.
  • LyondellBasell Industries made up 0.47% of Elkfork Partners's portfolio in Q3 2019, its #52 holding.
  • Elkfork Partners first reported a position in LyondellBasell Industries in Q4 2016 and has held it in 12 quarters since.
  • 776 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.