Jackson Grant Investment Advisers’s LyondellBasell Industries LYB Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-337	Closed	-$32.3K	–	404
2024 Q3	$32.3K	Hold	337	–	–	0.01%	203
2024 Q2	$32.2K	Hold	337	–	–	0.01%	203
2024 Q1	$34.5K	Hold	337	–	–	0.01%	197
2023 Q4	$32K	Buy	337 +66	+24%	+$6.17K	0.01%	197
2023 Q3	$25.7K	Buy	271 +22	+9%	+$2.12K	0.01%	209
2023 Q2	$22.9K	Buy	249 +18	+8%	+$1.65K	0.01%	219
2023 Q1	$21.7K	Buy	231 +40	+21%	+$3.72K	0.01%	253
2022 Q4	$15.9K	Buy	191 +100	+110%	+$8.19K	0.01%	270
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	312
2022 Q2	$8K	Hold	91	–	–	﹤0.01%	319
2022 Q1	$9K	Hold	91	–	–	﹤0.01%	327
2021 Q4	$8K	Hold	91	–	–	﹤0.01%	272
2021 Q3	$9K	Sell	91 -76	-46%	-$7.46K	﹤0.01%	330
2021 Q2	$17K	Hold	167	–	–	0.01%	315
2021 Q1	$17K	Buy	+167	New	+$16.6K	0.01%	305

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jackson Grant Investment Advisers's LYB Position: Q4 2024 in Review

Jackson Grant Investment Advisers sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 337 shares — an estimated $32.3K sold.

Jackson Grant Investment Advisers first reported a position in LYB in Q1 2021 and held it in 15 quarters. The position peaked at $34.5K in Q1 2024. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

Jackson Grant Investment Advisers reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
Jackson Grant Investment Advisers sold 337 LyondellBasell Industries shares in Q4 2024, an estimated $32.3K.
Jackson Grant Investment Advisers first reported a position in LyondellBasell Industries in Q1 2021 and held it in 15 quarters.
Jackson Grant Investment Advisers's LyondellBasell Industries position peaked at $34.5K in Q1 2024.
971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2024, filed 27 Jan 2025.