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Next Financial Group’s LyondellBasell Industries LYB Stock Holding History

Next Financial 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
2021
Q4 		$34K Buy
363
+215
+145% +$19.9K ﹤0.01% 1654
2021
Q3 		$14K Sell
148
-1,287
-90% -$126K ﹤0.01% 1920
2021
Q2 		$147K Buy
1,435
+1,343
+1,460% +$145K 0.01% 943
2021
Q1 		$9K Buy
92
+2
+2% +$198 ﹤0.01% 1916
2020
Q4 		$8K Buy
90
+38
+73% +$3.1K ﹤0.01% 1852
2020
Q3 		$4K Buy
+52
New +$3.59K ﹤0.01% 1910
2020
Q2 		– Sell
-1,532
Closed -$76K – 1336
2020
Q1 		$76K Buy
1,532
+1,517
+10,113% +$112K 0.01% 850
2019
Q4 		$1K Buy
15
+5
+50% +$458 ﹤0.01% 2278
2019
Q3 		$1K Sell
10
-19
-66% -$1.55K ﹤0.01% 2230
2019
Q2 		$3K Hold
29
– – ﹤0.01% 2020
2019
Q1 		$3K Buy
29
+10
+53% +$864 ﹤0.01% 1384
2018
Q4 		$2K Sell
19
-291
-94% -$26.6K ﹤0.01% 1744
2018
Q3 		$32K Buy
+310
New +$33.9K 0.01% 646
2017
Q4 		– Sell
-528
Closed -$52K – 915
2017
Q3 		$52K Sell
528
-233
-31% -$21K 0.01% 686
2017
Q2 		$64K Hold
761
– – 0.02% 700
2017
Q1 		$65K Sell
761
-91
-11% -$8.3K 0.02% 635
2016
Q4 		$73K Sell
852
-254
-23% -$21.3K 0.01% 804
2016
Q3 		$89K Buy
1,106
+762
+222% +$58.9K 0.02% 715
2016
Q2 		$25K Hold
344
– – 0.01% 884
2016
Q1 		$29K Buy
344
+194
+129% +$15.6K 0.01% 792
2015
Q4 		$13K Hold
150
– – ﹤0.01% 1087
2015
Q3 		$12K Buy
150
+50
+50% +$4.45K ﹤0.01% 1142
2015
Q2 		$10K Sell
100
-235
-70% -$23.6K ﹤0.01% 1263
2015
Q1 		$29K Buy
335
+235
+235% +$19.8K 0.01% 854
2014
Q4 		$8K Sell
100
-520
-84% -$45.1K ﹤0.01% 1334
2014
Q3 		$67K Buy
+620
New +$67.1K 0.01% 813

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's LYB Position: Q4 2021 in Review

Next Financial Group increased its LyondellBasell Industries (LYB) stake by 145% in Q4 2021, buying an estimated $19.9K and bringing the position to 363 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Next Financial Group first reported a position in LYB in Q3 2014 and has held it in 26 quarters since. The position peaked at $147K in Q2 2021. 835 funds tracked by Wall St. Rank hold LYB as of Q4 2021.

  • Next Financial Group held 363 shares of LyondellBasell Industries worth $34K as of Q4 2021.
  • Next Financial Group bought 215 LyondellBasell Industries shares in Q4 2021, an estimated $19.9K.
  • LyondellBasell Industries made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1654 holding.
  • Next Financial Group first reported a position in LyondellBasell Industries in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's LyondellBasell Industries position peaked at $147K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.