Measured Wealth Private Client Group’s LyondellBasell Industries LYB Stock Holding History

Measured Wealth Private Client Group’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
2023 Q2	–	Sell	-5,220	Closed	-$490K	–	190
2023 Q1	$490K	Buy	5,220 +236	+5%	+$22K	0.19%	87
2022 Q4	$414K	Buy	4,984 +1,693	+51%	+$139K	0.17%	82
2022 Q3	$248K	Sell	3,291 -240	-7%	-$20.3K	0.11%	121
2022 Q2	$309K	Buy	+3,531	New	+$368K	0.14%	113
2018 Q4	–	Sell	-442	Closed	-$45K	–	442
2018 Q3	$45K	Buy	+442	New	+$48.3K	0.03%	379

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's LYB Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 5,220 shares — an estimated $490K sold.

Measured Wealth Private Client Group first reported a position in LYB in Q3 2018 and held it in 5 quarters. The position peaked at $490K in Q1 2023. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

Measured Wealth Private Client Group reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 5,220 LyondellBasell Industries shares in Q2 2023, an estimated $490K.
Measured Wealth Private Client Group first reported a position in LyondellBasell Industries in Q3 2018 and held it in 5 quarters.
Measured Wealth Private Client Group's LyondellBasell Industries position peaked at $490K in Q1 2023.
927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.