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Kaizen Advisory’s LyondellBasell Industries LYB Stock Holding History

Kaizen Advisory’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
2018
Q4 		$73K Buy
883
+72
+9% +$6.59K 0.05% 264
2018
Q3 		$83K Hold
811
– – 0.04% 259
2018
Q2 		$89K Buy
811
+497
+158% +$54.6K 0.05% 242
2018
Q1 		$33K Hold
314
– – 0.03% 258
2017
Q4 		$35K Buy
+314
New +$32.6K 0.02% 235

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's LYB Position: Q4 2018 in Review

Kaizen Advisory increased its LyondellBasell Industries (LYB) stake by 8.9% in Q4 2018, buying an estimated $6.59K and bringing the position to 883 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #264.

Kaizen Advisory first reported a position in LYB in Q4 2017 and has held it in 5 quarters since. The position peaked at $89K in Q2 2018. 837 funds tracked by Wall St. Rank hold LYB as of Q4 2018.

  • Kaizen Advisory held 883 shares of LyondellBasell Industries worth $73K as of Q4 2018.
  • Kaizen Advisory bought 72 LyondellBasell Industries shares in Q4 2018, an estimated $6.59K.
  • LyondellBasell Industries made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #264 holding.
  • Kaizen Advisory first reported a position in LyondellBasell Industries in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's LyondellBasell Industries position peaked at $89K in Q2 2018.
  • 837 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.