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First Trust Direct Indexing’s LyondellBasell Industries LYB Stock Holding History

First Trust Direct Indexing’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
-8,509
Closed -$816K – 534
2024
Q3 		$816K Sell
8,509
-273
-3% -$26.2K 0.04% 416
2024
Q2 		$840K Buy
8,782
+946
+12% +$93.9K 0.05% 356
2024
Q1 		$801K Sell
7,836
-589
-7% -$57.3K 0.06% 345
2023
Q4 		$801K Buy
8,425
+1,474
+21% +$138K 0.07% 320
2023
Q3 		$658K Buy
6,951
+134
+2% +$12.9K 0.08% 311
2023
Q2 		$626K Sell
6,817
-377
-5% -$34.5K 0.07% 339
2023
Q1 		$675K Sell
7,194
-244
-3% -$22.7K 0.08% 315
2022
Q4 		$618K Sell
7,438
-563
-7% -$46.1K 0.08% 314
2022
Q3 		$602K Buy
8,001
+619
+8% +$52.3K 0.09% 300
2022
Q2 		$646K Buy
7,382
+2,855
+63% +$297K 0.09% 286
2022
Q1 		$465K Buy
4,527
+1,378
+44% +$137K 0.06% 388
2021
Q4 		$290K Buy
+3,149
New +$292K 0.04% 500
2021
Q3 		– Sell
-3,128
Closed -$322K – 670
2021
Q2 		$322K Buy
3,128
+647
+26% +$70K 0.05% 444
2021
Q1 		$258K Buy
2,481
+312
+14% +$31K 0.07% 333
2020
Q4 		$199K Buy
+2,169
New +$177K 0.05% 357

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

First Trust Direct Indexing's LYB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 8,509 shares — an estimated $816K sold.

First Trust Direct Indexing first reported a position in LYB in Q4 2020 and held it in 15 quarters. The position peaked at $840K in Q2 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • First Trust Direct Indexing reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,509 LyondellBasell Industries shares in Q4 2024, an estimated $816K.
  • First Trust Direct Indexing first reported a position in LyondellBasell Industries in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's LyondellBasell Industries position peaked at $840K in Q2 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.