Ken Stern & Associates’s LyondellBasell Industries LYB Stock Holding History

Ken Stern & Associates’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 Q3	$359K	Hold	3,499	–	–	0.16%	83
2018 Q2	$384K	Hold	3,499	–	–	0.18%	74
2018 Q1	$370K	Sell	3,499 -51	-1%	-$5.7K	0.16%	73
2017 Q4	$392K	Sell	3,550 -30	-0.8%	-$3.11K	0.17%	71
2017 Q3	$350K	Sell	3,580 -66	-2%	-$5.94K	0.15%	73
2017 Q2	$310K	Hold	3,646	–	–	0.14%	81
2017 Q1	$309K	Hold	3,646	–	–	0.14%	81
2016 Q4	$313K	Sell	3,646 -29	-0.8%	-$2.43K	0.16%	84
2016 Q3	$296K	Hold	3,675	–	–	0.2%	72
2016 Q2	$273K	Buy	+3,675	New	+$303K	0.21%	70

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ken Stern & Associates's LYB Position: Q3 2018 in Review

Ken Stern & Associates held its LyondellBasell Industries (LYB) position steady in Q3 2018 at 3,499 shares worth $359K. The position accounts for 0.16% of the portfolio, ranked #83.

Ken Stern & Associates first reported a position in LYB in Q2 2016 and has held it in 10 quarters since. The position peaked at $392K in Q4 2017. 854 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

Ken Stern & Associates held 3,499 shares of LyondellBasell Industries worth $359K as of Q3 2018.
Ken Stern & Associates left its LyondellBasell Industries share count unchanged in Q3 2018.
LyondellBasell Industries made up 0.16% of Ken Stern & Associates's portfolio in Q3 2018, its #83 holding.
Ken Stern & Associates first reported a position in LyondellBasell Industries in Q2 2016 and has held it in 10 quarters since.
Ken Stern & Associates's LyondellBasell Industries position peaked at $392K in Q4 2017.
854 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.