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Fortem Financial Group’s LyondellBasell Industries LYB Stock Holding History

Fortem 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
2023
Q4 		– Sell
-3,465
Closed -$328K – 166
2023
Q3 		$328K Sell
3,465
-6,087
-64% -$585K 0.19% 125
2023
Q2 		$877K Sell
9,552
-1,125
-11% -$103K 0.52% 63
2023
Q1 		$1M Buy
10,677
+455
+4% +$42.3K 0.65% 53
2022
Q4 		$849K Sell
10,222
-1,129
-10% -$92.5K 0.5% 68
2022
Q3 		$855K Buy
11,351
+458
+4% +$38.7K 0.59% 61
2022
Q2 		$953K Sell
10,893
-5,230
-32% -$545K 0.62% 54
2022
Q1 		$1.66M Buy
16,123
+3,205
+25% +$319K 0.73% 58
2021
Q4 		$1.19M Sell
12,918
-59
-0.5% -$5.47K 0.54% 68
2021
Q3 		$1.22M Buy
12,977
+205
+2% +$20.1K 0.62% 59
2021
Q2 		$1.31M Buy
12,772
+643
+5% +$69.6K 0.67% 55
2021
Q1 		$1.26M Sell
12,129
-148
-1% -$14.7K 0.73% 51
2020
Q4 		$1.13M Sell
12,277
-247
-2% -$20.1K 0.67% 50
2020
Q3 		$883K Buy
12,524
+1,794
+17% +$124K 0.64% 61
2020
Q2 		$705K Sell
10,730
-2,187
-17% -$130K 0.54% 62
2020
Q1 		$641K Buy
12,917
+4,781
+59% +$352K 0.58% 68
2019
Q4 		$769K Buy
8,136
+862
+12% +$79K 0.57% 70
2019
Q3 		$651K Buy
+7,274
New +$593K 0.56% 62

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fortem Financial Group's LYB Position: Q4 2023 in Review

Fortem Financial Group sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 3,465 shares — an estimated $328K sold.

Fortem Financial Group first reported a position in LYB in Q3 2019 and held it in 17 quarters. The position peaked at $1.66M in Q1 2022. 1,030 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • Fortem Financial Group reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
  • Fortem Financial Group sold 3,465 LyondellBasell Industries shares in Q4 2023, an estimated $328K.
  • Fortem Financial Group first reported a position in LyondellBasell Industries in Q3 2019 and held it in 17 quarters.
  • Fortem Financial Group's LyondellBasell Industries position peaked at $1.66M in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Fortem Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.