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Intellectus Partners’s LyondellBasell Industries LYB Stock Holding History

Intellectus Partners’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
Q1 		– Sell
-5,948
Closed -$566K – 269
2023
Q4 		$566K Buy
+5,948
New +$556K 0.16% 164
2020
Q1 		– Sell
-9,056
Closed -$856K – 206
2019
Q4 		$856K Buy
9,056
+551
+6% +$50.5K 0.35% 89
2019
Q3 		$761K Buy
8,505
+1,366
+19% +$111K 0.33% 93
2019
Q2 		$615K Buy
7,139
+1,012
+17% +$86.3K 0.27% 111
2019
Q1 		$515K Buy
6,127
+2,134
+53% +$184K 0.22% 117
2018
Q4 		$332K Sell
3,993
-1,768
-31% -$162K 0.23% 95
2018
Q3 		$591K Buy
5,761
+178
+3% +$19.5K 0.21% 123
2018
Q2 		$613K Buy
5,583
+10
+0.2% +$1.1K 0.22% 118
2018
Q1 		$589K Buy
5,573
+672
+14% +$75.1K 0.2% 120
2017
Q4 		$541K Buy
4,901
+2,491
+103% +$258K 0.2% 124
2017
Q3 		$239K Sell
2,410
-4,854
-67% -$437K 0.1% 207
2017
Q2 		$613K Buy
7,264
+536
+8% +$44.5K 0.28% 86
2017
Q1 		$613K Buy
6,728
+423
+7% +$38.6K 0.31% 86
2016
Q4 		$541K Buy
+6,305
New +$529K 0.28% 97

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Intellectus Partners's LYB Position: Q1 2024 in Review

Intellectus Partners sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 5,948 shares — an estimated $566K sold.

Intellectus Partners first reported a position in LYB in Q4 2016 and held it in 14 quarters. The position peaked at $856K in Q4 2019. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Intellectus Partners reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Intellectus Partners sold 5,948 LyondellBasell Industries shares in Q1 2024, an estimated $566K.
  • Intellectus Partners first reported a position in LyondellBasell Industries in Q4 2016 and held it in 14 quarters.
  • Intellectus Partners's LyondellBasell Industries position peaked at $856K in Q4 2019.
  • 1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Intellectus Partners's 13F filing for Q1 2024, filed 3 May 2024.