HeadInvest LLC’s LyondellBasell Industries LYB Stock Holding History

HeadInvest LLC’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	-100	Closed	-$9.35K	–	489
2023 Q3	$9.35K	Buy	+100	New	+$9.61K	﹤0.01%	564

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HeadInvest LLC's LYB Position: Q4 2023 in Review

HeadInvest LLC sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 100 shares — an estimated $9.35K sold.

HeadInvest LLC first reported a position in LYB in Q3 2023 and held it in 1 quarter. The position peaked at $9.35K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

HeadInvest LLC reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 100 LyondellBasell Industries shares in Q4 2023, an estimated $9.35K.
HeadInvest LLC first reported a position in LyondellBasell Industries in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's LyondellBasell Industries position peaked at $9.35K in Q3 2023.
1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.