HighTower Trust’s LyondellBasell Industries LYB Stock Holding History

HighTower Trust’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 Q2	–	Sell	-3,791	Closed	-$390K	–	299
2022 Q1	$390K	Buy	3,791 +1,626	+75%	+$162K	0.04%	179
2021 Q4	$200K	Buy	+2,165	New	+$201K	0.02%	223
2019 Q4	–	Sell	-13,238	Closed	-$1.18M	–	122
2019 Q3	$1.18M	Buy	13,238 +1,297	+11%	+$106K	0.15%	68
2019 Q2	$1.03M	Sell	11,941 -2,014	-14%	-$172K	0.13%	71
2019 Q1	$1.17M	Buy	13,955 +124	+0.9%	+$10.7K	0.15%	55
2018 Q4	$1.15M	Buy	13,831 +159	+1%	+$14.5K	0.17%	58
2018 Q3	$1.4M	Sell	13,672 -655	-5%	-$71.6K	0.16%	55
2018 Q2	$1.57M	Buy	+14,327	New	+$1.57M	0.18%	52
2017 Q3	–	Sell	-2,480	Closed	-$209K	–	111
2017 Q2	$209K	Buy	2,480 +210	+9%	+$17.4K	0.02%	145
2017 Q1	$207K	Buy	+2,270	New	+$207K	0.02%	153

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

HighTower Trust's LYB Position: Q2 2022 in Review

HighTower Trust sold out of LyondellBasell Industries (LYB) in Q2 2022, closing a stake of 3,791 shares — an estimated $390K sold.

HighTower Trust first reported a position in LYB in Q1 2017 and held it in 10 quarters. The position peaked at $1.57M in Q2 2018. 890 funds tracked by Wall St. Rank hold LYB as of Q2 2022.

HighTower Trust reported no remaining LyondellBasell Industries position as of Q2 2022 after selling out during the quarter.
HighTower Trust sold 3,791 LyondellBasell Industries shares in Q2 2022, an estimated $390K.
HighTower Trust first reported a position in LyondellBasell Industries in Q1 2017 and held it in 10 quarters.
HighTower Trust's LyondellBasell Industries position peaked at $1.57M in Q2 2018.
890 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2022.

Based on HighTower Trust's 13F filing for Q2 2022, filed 22 Jul 2022.