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Norris Financial Group’s LyondellBasell Industries LYB Stock Holding History

Norris 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
2022
Q4 		– Sell
-20,511
Closed -$1.54M – 72
2022
Q3 		$1.54M Sell
20,511
-1
-0% -$84 1.41% 24
2022
Q2 		$1.79M Buy
20,512
+10,977
+115% +$1.14M 1.44% 21
2022
Q1 		$980K Buy
+9,535
New +$951K 0.59% 39

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norris Financial Group's LYB Position: Q4 2022 in Review

Norris Financial Group sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 20,511 shares — an estimated $1.54M sold.

Norris Financial Group first reported a position in LYB in Q1 2022 and held it in 3 quarters. The position peaked at $1.79M in Q2 2022. 896 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Norris Financial Group reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Norris Financial Group sold 20,511 LyondellBasell Industries shares in Q4 2022, an estimated $1.54M.
  • Norris Financial Group first reported a position in LyondellBasell Industries in Q1 2022 and held it in 3 quarters.
  • Norris Financial Group's LyondellBasell Industries position peaked at $1.79M in Q2 2022.
  • 896 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Norris Financial Group's 13F filing for Q4 2022, filed 20 May 2026.