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Fiduciary Group’s LyondellBasell Industries LYB Stock Holding History

Fiduciary 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
-2,284
Closed -$219K – 276
2024
Q3 		$219K Buy
2,284
+80
+4% +$7.67K 0.02% 263
2024
Q2 		$211K Buy
2,204
+134
+6% +$13.3K 0.02% 262
2024
Q1 		$212K Buy
+2,070
New +$201K 0.02% 262

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 Group's LYB Position: Q4 2024 in Review

Fiduciary Group sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 2,284 shares — an estimated $219K sold.

Fiduciary Group first reported a position in LYB in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Fiduciary Group reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Group sold 2,284 LyondellBasell Industries shares in Q4 2024, an estimated $219K.
  • Fiduciary Group first reported a position in LyondellBasell Industries in Q1 2024 and held it in 3 quarters.
  • Fiduciary Group's LyondellBasell Industries position peaked at $219K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Fiduciary Group's 13F filing for Q4 2024, filed 11 Feb 2025.