Jana Partners’s LyondellBasell Industries LYB Stock Holding History

Jana 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
2014 Q2	–	Sell	-1,000,000	Closed	-$88.9M	–	68
2014 Q1	$88.9M	Buy	+1,000,000	New	+$84.1M	1.05%	27

Other funds holding LYB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock Institutional Trust

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Janus Henderson Investors US

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TIAA CREF Investment Management

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return