Lee Financial’s LyondellBasell Industries LYB Stock Holding History

Lee Financial’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 Q1	–	Sell	-58	Closed	-$5.52K	–	544
2023 Q4	$5.52K	Buy	58 +31	+115%	+$2.9K	﹤0.01%	524
2023 Q3	$2.56K	Hold	27	–	–	﹤0.01%	641
2023 Q2	$2.48K	Hold	27	–	–	﹤0.01%	620
2023 Q1	$2.54K	Hold	27	–	–	﹤0.01%	628
2022 Q4	$2.24K	Hold	27	–	–	﹤0.01%	670
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	692
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	708
2022 Q1	$3K	Hold	27	–	–	﹤0.01%	581
2021 Q4	$2K	Sell	27 -132	-83%	-$12.2K	﹤0.01%	758
2021 Q3	$15K	Buy	+159	New	+$15.6K	﹤0.01%	371
2018 Q3	–	Sell	-38	Closed	-$4K	–	597
2018 Q2	$4K	Sell	38 -35	-48%	-$3.84K	﹤0.01%	651
2018 Q1	$8K	Buy	+73	New	+$8.16K	﹤0.01%	537

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lee Financial's LYB Position: Q1 2024 in Review

Lee Financial sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 58 shares — an estimated $5.52K sold.

Lee Financial first reported a position in LYB in Q1 2018 and held it in 12 quarters. The position peaked at $15K in Q3 2021. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

Lee Financial reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 58 LyondellBasell Industries shares in Q1 2024, an estimated $5.52K.
Lee Financial first reported a position in LyondellBasell Industries in Q1 2018 and held it in 12 quarters.
Lee Financial's LyondellBasell Industries position peaked at $15K in Q3 2021.
1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.