New England Research & Management’s LyondellBasell Industries LYB Stock Holding History

New England Research & 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 Q3	–	Sell	-15,325	Closed	-$1.41M	–	161
2023 Q2	$1.41M	Sell	15,325 -700	-4%	-$64K	0.82%	45
2023 Q1	$1.5M	Buy	+16,025	New	+$1.49M	0.88%	36
2022 Q4	–	Sell	-8,500	Closed	-$640K	–	166
2022 Q3	$640K	Sell	8,500 -100	-1%	-$8.45K	0.4%	83
2022 Q2	$752K	Buy	8,600 +5,025	+141%	+$524K	0.44%	88
2022 Q1	$368K	Sell	3,575 -200	-5%	-$19.9K	0.19%	126
2021 Q4	$348K	Sell	3,775 -4,275	-53%	-$397K	0.17%	139
2021 Q3	$755K	Buy	8,050 +3,950	+96%	+$388K	0.4%	83
2021 Q2	$422K	Buy	+4,100	New	+$444K	0.22%	121
2016 Q4	–	Sell	-7,200	Closed	-$581K	–	177
2016 Q3	$581K	Buy	7,200 +450	+7%	+$34.8K	0.49%	72
2016 Q2	$502K	Buy	+6,750	New	+$557K	0.43%	78

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New England Research & Management's LYB Position: Q3 2023 in Review

New England Research & Management sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 15,325 shares — an estimated $1.41M sold.

New England Research & Management first reported a position in LYB in Q2 2016 and held it in 10 quarters. The position peaked at $1.5M in Q1 2023. 937 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

New England Research & Management reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
New England Research & Management sold 15,325 LyondellBasell Industries shares in Q3 2023, an estimated $1.41M.
New England Research & Management first reported a position in LyondellBasell Industries in Q2 2016 and held it in 10 quarters.
New England Research & Management's LyondellBasell Industries position peaked at $1.5M in Q1 2023.
937 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on New England Research & Management's 13F filing for Q3 2023, filed 10 Oct 2023.