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JGP Wealth Management’s LyondellBasell Industries LYB Stock Holding History

JGP Wealth 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
2020
Q2 		– Sell
-12,313
Closed -$683K – 129
2020
Q1 		$683K Buy
+12,313
New +$905K 0.24% 79

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JGP Wealth Management's LYB Position: Q2 2020 in Review

JGP Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2020, closing a stake of 12,313 shares — an estimated $683K sold.

JGP Wealth Management first reported a position in LYB in Q1 2020 and held it in 1 quarter. The position peaked at $683K in Q1 2020. 664 funds tracked by Wall St. Rank hold LYB as of Q2 2020.

  • JGP Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2020 after selling out during the quarter.
  • JGP Wealth Management sold 12,313 LyondellBasell Industries shares in Q2 2020, an estimated $683K.
  • JGP Wealth Management first reported a position in LyondellBasell Industries in Q1 2020 and held it in 1 quarter.
  • JGP Wealth Management's LyondellBasell Industries position peaked at $683K in Q1 2020.
  • 664 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2020.

Based on JGP Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.