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Horan Securities’s LyondellBasell Industries LYB Stock Holding History

Horan Securities’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
Q3 		– Sell
-236
Closed -$21.6K – 418
2023
Q2 		$21.6K Buy
236
+2
+0.9% +$183 0.01% 309
2023
Q1 		$21.9K Buy
234
+2
+0.9% +$186 0.01% 292
2022
Q4 		$19.3K Buy
232
+2
+0.9% +$164 0.01% 303
2022
Q3 		$17K Buy
+230
New +$19.4K 0.01% 292
2021
Q1 		– Sell
-7
Closed -$1K – 438
2020
Q4 		$1K Sell
7
-37
-84% -$3.01K ﹤0.01% 384
2020
Q3 		$3K Buy
+44
New +$3.04K ﹤0.01% 297

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horan Securities's LYB Position: Q3 2023 in Review

Horan Securities sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 236 shares — an estimated $21.6K sold.

Horan Securities first reported a position in LYB in Q3 2020 and held it in 6 quarters. The position peaked at $21.9K in Q1 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Horan Securities reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 236 LyondellBasell Industries shares in Q3 2023, an estimated $21.6K.
  • Horan Securities first reported a position in LyondellBasell Industries in Q3 2020 and held it in 6 quarters.
  • Horan Securities's LyondellBasell Industries position peaked at $21.9K in Q1 2023.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.