Financial Gravity Asset Management’s LyondellBasell Industries LYB Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-2	Closed	-$148	–	1269
2023 Q4	$148	Buy	+2	New	+$187	﹤0.01%	1067
2021 Q3	$94K	Hold	5	–	–	0.04%	374
2021 Q2	$103K	Buy	+5	New	+$541	0.04%	340
2020 Q4	$0	Buy	+2	New	+$163	﹤0.01%	596
2019 Q4	$98K	Sell	57 -3	-5%	-$275	0.07%	327
2019 Q3	$5K	Buy	60 +48	+400%	+$3.91K	﹤0.01%	699
2019 Q2	$1K	Sell	12 -13	-52%	-$1.11K	﹤0.01%	1080
2019 Q1	$2K	Buy	+25	New	+$2.16K	﹤0.01%	964
2018 Q3	$96K	Buy	1,083 +215	+25%	+$23.5K	0.1%	217
2018 Q2	$98K	Buy	868 +321	+59%	+$35.2K	0.09%	220
2018 Q1	$57K	Buy	+547	New	+$61.1K	0.06%	278

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Financial Gravity Asset Management's LYB Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 2 shares — an estimated $148 sold.

Financial Gravity Asset Management first reported a position in LYB in Q1 2018 and held it in 11 quarters. The position peaked at $103K in Q2 2021. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

Financial Gravity Asset Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 LyondellBasell Industries shares in Q1 2024, an estimated $148.
Financial Gravity Asset Management first reported a position in LyondellBasell Industries in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's LyondellBasell Industries position peaked at $103K in Q2 2021.
1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.