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JBR Co Financial Management’s LyondellBasell Industries LYB Stock Holding History

JBR Co Financial 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
Q3 		– Sell
-2,249
Closed -$215K – 108
2024
Q2 		$215K Hold
2,249
– – 0.15% 93
2024
Q1 		$230K Sell
2,249
-40
-2% -$3.89K 0.18% 88
2023
Q4 		$218K Buy
+2,289
New +$214K 0.2% 81

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JBR Co Financial Management's LYB Position: Q3 2024 in Review

JBR Co Financial Management sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 2,249 shares — an estimated $215K sold.

JBR Co Financial Management first reported a position in LYB in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • JBR Co Financial Management reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 2,249 LyondellBasell Industries shares in Q3 2024, an estimated $215K.
  • JBR Co Financial Management first reported a position in LyondellBasell Industries in Q4 2023 and held it in 3 quarters.
  • JBR Co Financial Management's LyondellBasell Industries position peaked at $230K in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on JBR Co Financial Management's 13F filing for Q3 2024, filed 10 Oct 2024.