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Fiduciary Financial Group’s LyondellBasell Industries LYB Stock Holding History

Fiduciary Financial Group’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
Q4 		– Sell
-3,691
Closed -$347K – 291
2024
Q3 		$347K Buy
3,691
+323
+10% +$31K 0.08% 171
2024
Q2 		$329K Buy
+3,368
New +$334K 0.08% 173

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fiduciary Financial Group's LYB Position: Q4 2024 in Review

Fiduciary Financial Group sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,691 shares — an estimated $347K sold.

Fiduciary Financial Group first reported a position in LYB in Q2 2024 and held it in 2 quarters. The position peaked at $347K in Q3 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Fiduciary Financial Group reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 3,691 LyondellBasell Industries shares in Q4 2024, an estimated $347K.
  • Fiduciary Financial Group first reported a position in LyondellBasell Industries in Q2 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's LyondellBasell Industries position peaked at $347K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.