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Harrison & Co Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		– Sell
-8,564
Closed -$645K – 81
2022
Q3 		$645K Sell
8,564
-992
-10% -$83.8K 0.68% 61
2022
Q2 		$836K Buy
9,556
+199
+2% +$20.7K 0.79% 51
2022
Q1 		$962K Sell
9,357
-33
-0.4% -$3.29K 0.84% 43
2021
Q4 		$866K Buy
+9,390
New +$871K 0.73% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harrison & Co Wealth Management's LYB Position: Q4 2022 in Review

Harrison & Co Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 8,564 shares — an estimated $645K sold.

Harrison & Co Wealth Management first reported a position in LYB in Q4 2021 and held it in 4 quarters. The position peaked at $962K in Q1 2022. 896 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Harrison & Co Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Harrison & Co Wealth Management sold 8,564 LyondellBasell Industries shares in Q4 2022, an estimated $645K.
  • Harrison & Co Wealth Management first reported a position in LyondellBasell Industries in Q4 2021 and held it in 4 quarters.
  • Harrison & Co Wealth Management's LyondellBasell Industries position peaked at $962K in Q1 2022.
  • 896 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.