Jupiter Asset Management’s LyondellBasell Industries LYB Stock Holding History

Jupiter Asset 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
2023 Q3	–	Sell	-5,953	Closed	-$546K	–	543
2023 Q2	$546K	Buy	+5,953	New	+$544K	0.01%	458
2023 Q1	–	Sell	-317,960	Closed	-$26.4M	–	466
2022 Q4	$26.4M	Sell	317,960 -27,237	-8%	-$2.23M	0.39%	80
2022 Q3	$26M	Buy	345,197 +5,719	+2%	+$483K	0.4%	66
2022 Q2	$29.7M	Buy	+339,478	New	+$35.4M	0.42%	66

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Jupiter Asset Management's LYB Position: Q3 2023 in Review

Jupiter Asset Management sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 5,953 shares — an estimated $546K sold.

Jupiter Asset Management first reported a position in LYB in Q2 2022 and held it in 4 quarters. The position peaked at $29.7M in Q2 2022. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

Jupiter Asset Management reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 5,953 LyondellBasell Industries shares in Q3 2023, an estimated $546K.
Jupiter Asset Management first reported a position in LyondellBasell Industries in Q2 2022 and held it in 4 quarters.
Jupiter Asset Management's LyondellBasell Industries position peaked at $29.7M in Q2 2022.
936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.