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Halpern Financial’s LyondellBasell Industries LYB Stock Holding History

Halpern Financial’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
2021
Q2 		– Sell
-13
Closed -$1.35K – 252
2021
Q1 		$1.35K Buy
+13
New +$1.29K ﹤0.01% 231

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Halpern Financial's LYB Position: Q2 2021 in Review

Halpern Financial sold out of LyondellBasell Industries (LYB) in Q2 2021, closing a stake of 13 shares — an estimated $1.35K sold.

Halpern Financial first reported a position in LYB in Q1 2021 and held it in 1 quarter. The position peaked at $1.35K in Q1 2021. 786 funds tracked by Wall St. Rank hold LYB as of Q2 2021.

  • Halpern Financial reported no remaining LyondellBasell Industries position as of Q2 2021 after selling out during the quarter.
  • Halpern Financial sold 13 LyondellBasell Industries shares in Q2 2021, an estimated $1.35K.
  • Halpern Financial first reported a position in LyondellBasell Industries in Q1 2021 and held it in 1 quarter.
  • Halpern Financial's LyondellBasell Industries position peaked at $1.35K in Q1 2021.
  • 786 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.