Hotaling Investment Management’s LyondellBasell Industries LYB Stock Holding History

Hotaling Investment 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 Q3	–	Sell	-14,518	Closed	-$1.27M	–	117
2022 Q2	$1.27M	Buy	14,518 +1,060	+8%	+$110K	0.55%	61
2022 Q1	$1.38M	Buy	+13,458	New	+$1.34M	0.53%	57
2019 Q1	–	Sell	-4,565	Closed	-$380K	–	123
2018 Q4	$380K	Buy	+4,565	New	+$418K	0.31%	77

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotaling Investment Management's LYB Position: Q3 2022 in Review

Hotaling Investment Management sold out of LyondellBasell Industries (LYB) in Q3 2022, closing a stake of 14,518 shares — an estimated $1.27M sold.

Hotaling Investment Management first reported a position in LYB in Q4 2018 and held it in 3 quarters. The position peaked at $1.38M in Q1 2022. 842 funds tracked by Wall St. Rank hold LYB as of Q3 2022.

Hotaling Investment Management reported no remaining LyondellBasell Industries position as of Q3 2022 after selling out during the quarter.
Hotaling Investment Management sold 14,518 LyondellBasell Industries shares in Q3 2022, an estimated $1.27M.
Hotaling Investment Management first reported a position in LyondellBasell Industries in Q4 2018 and held it in 3 quarters.
Hotaling Investment Management's LyondellBasell Industries position peaked at $1.38M in Q1 2022.
842 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2022.

Based on Hotaling Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.