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Institutional & Family Asset Management’s LyondellBasell Industries LYB Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$98.1K Buy
1,026
+238
+30% +$23.6K 0.02% 187
2024
Q1 		$80.6K Sell
788
-58
-7% -$5.64K 0.01% 201
2023
Q4 		$80.4K Sell
846
-1
-0.1% -$94 0.01% 204
2023
Q3 		$80.2K Hold
847
– – 0.01% 191
2023
Q2 		$77.8K Buy
847
+320
+61% +$29.2K 0.01% 201
2023
Q1 		$49.5K Buy
527
+29
+6% +$2.7K 0.01% 222
2022
Q4 		$41.3K Sell
498
-94
-16% -$7.7K 0.01% 236
2022
Q3 		$45K Buy
592
+234
+65% +$19.8K 0.01% 230
2022
Q2 		$31K Sell
358
-99
-22% -$10.3K 0.01% 266
2022
Q1 		$47K Sell
457
-143
-24% -$14.3K 0.01% 260
2021
Q4 		$55K Hold
600
– – 0.01% 258
2021
Q3 		$56K Buy
+600
New +$58.9K 0.01% 304
2020
Q3 		– Sell
-775
Closed -$51K – 870
2020
Q2 		$51K Hold
775
– – 0.01% 304
2020
Q1 		$38K Hold
775
– – 0.01% 297
2019
Q4 		$73K Sell
775
-15
-2% -$1.38K 0.02% 286
2019
Q3 		$71K Sell
790
-153
-16% -$12.5K 0.02% 262
2019
Q2 		$81K Buy
943
+112
+13% +$9.56K 0.02% 257
2019
Q1 		$70K Sell
831
-480
-37% -$41.5K 0.01% 285
2018
Q4 		$109K Sell
1,311
-48
-4% -$4.39K 0.02% 216
2018
Q3 		$139K Sell
1,359
-243
-15% -$26.6K 0.03% 228
2018
Q2 		$176K Buy
1,602
+304
+23% +$33.4K 0.04% 191
2018
Q1 		$137K Buy
+1,298
New +$145K 0.03% 201

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Institutional & Family Asset Management's LYB Position: Q2 2024 in Review

Institutional & Family Asset Management increased its LyondellBasell Industries (LYB) stake by 30% in Q2 2024, buying an estimated $23.6K and bringing the position to 1,026 shares worth $98.1K. The position accounts for 0.02% of the portfolio, ranked #187.

Institutional & Family Asset Management first reported a position in LYB in Q1 2018 and has held it in 22 quarters since. The position peaked at $176K in Q2 2018. 1,023 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

  • Institutional & Family Asset Management held 1,026 shares of LyondellBasell Industries worth $98.1K as of Q2 2024.
  • Institutional & Family Asset Management bought 238 LyondellBasell Industries shares in Q2 2024, an estimated $23.6K.
  • LyondellBasell Industries made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #187 holding.
  • Institutional & Family Asset Management first reported a position in LyondellBasell Industries in Q1 2018 and has held it in 22 quarters since.
  • Institutional & Family Asset Management's LyondellBasell Industries position peaked at $176K in Q2 2018.
  • 1,023 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.