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Ellis Investment Partners’s LyondellBasell Industries LYB Stock Holding History

Ellis Investment 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
2022
Q4 		– Sell
-1,110
Closed -$83K – 507
2022
Q3 		$83K Buy
1,110
+410
+59% +$34.6K 0.02% 318
2022
Q2 		$61K Buy
+700
New +$72.9K 0.02% 377
2020
Q2 		– Sell
-44
Closed -$1K – 733
2020
Q1 		$1K Buy
44
+1
+2% +$74 ﹤0.01% 681
2019
Q4 		$4K Hold
43
– – ﹤0.01% 612
2019
Q3 		$3K Buy
+43
New +$3.51K ﹤0.01% 647

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ellis Investment Partners's LYB Position: Q4 2022 in Review

Ellis Investment Partners sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 1,110 shares — an estimated $83K sold.

Ellis Investment Partners first reported a position in LYB in Q3 2019 and held it in 5 quarters. The position peaked at $83K in Q3 2022. 896 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Ellis Investment Partners reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 1,110 LyondellBasell Industries shares in Q4 2022, an estimated $83K.
  • Ellis Investment Partners first reported a position in LyondellBasell Industries in Q3 2019 and held it in 5 quarters.
  • Ellis Investment Partners's LyondellBasell Industries position peaked at $83K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.