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M Holdings Securities’s LyondellBasell Industries LYB Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-2,954
Closed -$283K – 217
2024
Q2 		$283K Buy
+2,954
New +$293K 0.04% 239
2023
Q2 		– Sell
-2,605
Closed -$245K – 353
2023
Q1 		$245K Buy
+2,605
New +$242K 0.03% 401

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M Holdings Securities's LYB Position: Q3 2024 in Review

M Holdings Securities sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 2,954 shares — an estimated $283K sold.

M Holdings Securities first reported a position in LYB in Q1 2023 and held it in 2 quarters. The position peaked at $283K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • M Holdings Securities reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 2,954 LyondellBasell Industries shares in Q3 2024, an estimated $283K.
  • M Holdings Securities first reported a position in LyondellBasell Industries in Q1 2023 and held it in 2 quarters.
  • M Holdings Securities's LyondellBasell Industries position peaked at $283K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.