LM Advisors’s LyondellBasell Industries LYB Stock Holding History

LM Advisors’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	-260	Closed	-$24.7K	–	513
2023 Q4	$24.7K	Buy	+260	New	+$24.3K	0.01%	406

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

LM Advisors's LYB Position: Q1 2024 in Review

LM Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 260 shares — an estimated $24.7K sold.

LM Advisors first reported a position in LYB in Q4 2023 and held it in 1 quarter. The position peaked at $24.7K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

LM Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 260 LyondellBasell Industries shares in Q1 2024, an estimated $24.7K.
LM Advisors first reported a position in LyondellBasell Industries in Q4 2023 and held it in 1 quarter.
LM Advisors's LyondellBasell Industries position peaked at $24.7K in Q4 2023.
1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.