GDF
LYB icon

Graham & Dodd Fund’s LyondellBasell Industries LYB Stock Holding History

Graham & Dodd Fund’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
2013
Q4 		$425K Sell
5,289
-4,025
-43% -$308K 1.29% 39
2013
Q3 		$682K Sell
9,314
-3,863
-29% -$269K 1.32% 37
2013
Q2 		$873K Buy
+13,177
New +$833K 1.74% 29

Other funds holding LYB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Graham & Dodd Fund's LYB Position: Q4 2013 in Review

Graham & Dodd Fund reduced its LyondellBasell Industries (LYB) stake by 43% in Q4 2013, selling an estimated $308K and leaving 5,289 shares worth $425K. The position accounts for 1.29% of the portfolio, ranked #39.

Graham & Dodd Fund first reported a position in LYB in Q2 2013 and has held it in 3 quarters since. The position peaked at $873K in Q2 2013. 615 funds tracked by Wall St. Rank hold LYB as of Q4 2013.

  • Graham & Dodd Fund held 5,289 shares of LyondellBasell Industries worth $425K as of Q4 2013.
  • Graham & Dodd Fund sold 4,025 LyondellBasell Industries shares in Q4 2013, an estimated $308K.
  • LyondellBasell Industries made up 1.29% of Graham & Dodd Fund's portfolio in Q4 2013, its #39 holding.
  • Graham & Dodd Fund first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 3 quarters since.
  • Graham & Dodd Fund's LyondellBasell Industries position peaked at $873K in Q2 2013.
  • 615 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2013.

Based on Graham & Dodd Fund's 13F filing for Q4 2013, filed 11 Feb 2014.