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Mount Lucas Management’s LyondellBasell Industries LYB Stock Holding History

Mount Lucas Management’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
-25,705
Closed -$2.41M – 153
2023
Q1 		$2.41M Buy
25,705
+18,828
+274% +$1.75M 0.64% 56
2022
Q4 		$571K Sell
6,877
-19,235
-74% -$1.58M 0.19% 76
2022
Q3 		$1.97M Sell
26,112
-73
-0.3% -$6.17K 0.68% 46
2022
Q2 		$2.29M Buy
+26,185
New +$2.73M 0.77% 43
2015
Q3 		– Sell
-33,432
Closed -$3.46M – 116
2015
Q2 		$3.46M Buy
33,432
+410
+1% +$41.3K 0.66% 40
2015
Q1 		$2.9M Buy
33,022
+12,967
+65% +$1.09M 0.49% 50
2014
Q4 		$1.59M Sell
20,055
-13,118
-40% -$1.14M 0.18% 55
2014
Q3 		$3.6M Buy
+33,173
New +$3.59M 0.62% 37
2014
Q1 		– Sell
-194,995
Closed -$15.7M – 99
2013
Q4 		$15.7M Sell
194,995
-4,869
-2% -$373K 3.42% 11
2013
Q3 		$14.6M Buy
199,864
+12,863
+7% +$896K 3.22% 10
2013
Q2 		$12.4M Buy
+187,001
New +$11.8M 2.82% 13

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Lucas Management's LYB Position: Q2 2023 in Review

Mount Lucas Management sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 25,705 shares — an estimated $2.41M sold.

Mount Lucas Management first reported a position in LYB in Q2 2013 and held it in 11 quarters. The position peaked at $15.7M in Q4 2013. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

  • Mount Lucas Management reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
  • Mount Lucas Management sold 25,705 LyondellBasell Industries shares in Q2 2023, an estimated $2.41M.
  • Mount Lucas Management first reported a position in LyondellBasell Industries in Q2 2013 and held it in 11 quarters.
  • Mount Lucas Management's LyondellBasell Industries position peaked at $15.7M in Q4 2013.
  • 927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.