E
LYB icon

Ergoteles’s LyondellBasell Industries LYB Stock Holding History

Ergoteles’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
-33,591
Closed -$3.08M – 510
2023
Q2 		$3.08M Buy
+33,591
New +$3.07M 0.15% 170
2022
Q3 		– Sell
-2,953
Closed -$258K – 1793
2022
Q2 		$258K Buy
+2,953
New +$308K 0.01% 1192
2021
Q2 		– Sell
-11,755
Closed -$1.22M – 1605
2021
Q1 		$1.22M Buy
11,755
+9,567
+437% +$949K 0.04% 340
2020
Q4 		$201K Buy
+2,188
New +$178K 0.01% 611

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ergoteles's LYB Position: Q3 2023 in Review

Ergoteles sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 33,591 shares — an estimated $3.08M sold.

Ergoteles first reported a position in LYB in Q4 2020 and held it in 4 quarters. The position peaked at $3.08M in Q2 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Ergoteles reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 33,591 LyondellBasell Industries shares in Q3 2023, an estimated $3.08M.
  • Ergoteles first reported a position in LyondellBasell Industries in Q4 2020 and held it in 4 quarters.
  • Ergoteles's LyondellBasell Industries position peaked at $3.08M in Q2 2023.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

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