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Mountain Capital Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Mountain Capital Investment 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
-8,739
Closed -$845K – 61
2023
Q4 		$845K Buy
8,739
+776
+10% +$72.6K 0.29% 29
2023
Q3 		$747K Buy
7,963
+688
+9% +$66.1K 0.28% 32
2023
Q2 		$661K Buy
+7,275
New +$665K 0.25% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mountain Capital Investment Advisors's LYB Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 8,739 shares — an estimated $845K sold.

Mountain Capital Investment Advisors first reported a position in LYB in Q2 2023 and held it in 3 quarters. The position peaked at $845K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 8,739 LyondellBasell Industries shares in Q1 2024, an estimated $845K.
  • Mountain Capital Investment Advisors first reported a position in LyondellBasell Industries in Q2 2023 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's LyondellBasell Industries position peaked at $845K in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.