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IMA Advisory Services’s LyondellBasell Industries LYB Stock Holding History

IMA Advisory Services’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
-724
Closed -$68.6K – 185
2023
Q3 		$68.6K Hold
724
– – 0.02% 167
2023
Q2 		$66.5K Hold
724
– – 0.02% 168
2023
Q1 		$68K Sell
724
-105
-13% -$9.77K 0.02% 169
2022
Q4 		$68.8K Sell
829
-104
-11% -$8.52K 0.02% 174
2022
Q3 		$70K Sell
933
-129
-12% -$10.9K 0.02% 170
2022
Q2 		$93K Sell
1,062
-17,801
-94% -$1.85M 0.02% 171
2022
Q1 		$1.94M Sell
18,863
-7,456
-28% -$743K 0.45% 74
2021
Q4 		$2.43M Sell
26,319
-919
-3% -$85.3K 0.54% 62
2021
Q3 		$2.56M Buy
27,238
+312
+1% +$30.6K 0.6% 59
2021
Q2 		$2.77M Buy
26,926
+4,811
+22% +$521K 0.65% 52
2021
Q1 		$2.3M Sell
22,115
-6,654
-23% -$660K 0.56% 67
2020
Q4 		$2.64M Buy
28,769
+7,262
+34% +$592K 0.74% 50
2020
Q3 		$1.52M Buy
21,507
+607
+3% +$42K 0.51% 67
2020
Q2 		$1.37M Sell
20,900
-5,337
-20% -$318K 0.5% 67
2020
Q1 		$1.3M Buy
26,237
+2,433
+10% +$179K 0.57% 63
2019
Q4 		$2.25M Sell
23,804
-4,163
-15% -$382K 0.83% 52
2019
Q3 		$2.5M Buy
27,967
+3,445
+14% +$281K 0.95% 46
2019
Q2 		$2.11M Buy
24,522
+1,690
+7% +$144K 0.79% 57
2019
Q1 		$1.92M Buy
22,832
+11,371
+99% +$983K 0.75% 58
2018
Q4 		$953K Sell
11,461
-5,487
-32% -$502K 0.44% 71
2018
Q3 		$1.74M Buy
16,948
+183
+1% +$20K 0.68% 58
2018
Q2 		$1.84M Buy
+16,765
New +$1.84M 0.77% 53

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IMA Advisory Services's LYB Position: Q4 2023 in Review

IMA Advisory Services sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 724 shares — an estimated $68.6K sold.

IMA Advisory Services first reported a position in LYB in Q2 2018 and held it in 22 quarters. The position peaked at $2.77M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • IMA Advisory Services reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
  • IMA Advisory Services sold 724 LyondellBasell Industries shares in Q4 2023, an estimated $68.6K.
  • IMA Advisory Services first reported a position in LyondellBasell Industries in Q2 2018 and held it in 22 quarters.
  • IMA Advisory Services's LyondellBasell Industries position peaked at $2.77M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.