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Optimist Retirement Group’s LyondellBasell Industries LYB Stock Holding History

Optimist Retirement 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
2025
Q1 		– Sell
-10,723
Closed -$796K – 125
2024
Q4 		$796K Sell
10,723
-10,886
-50% -$915K 0.38% 43
2024
Q3 		$2.07M Buy
21,609
+2,498
+13% +$239K 0.94% 39
2024
Q2 		$1.83M Buy
19,111
+477
+3% +$47.3K 0.96% 35
2024
Q1 		$1.91M Buy
18,634
+712
+4% +$69.3K 0.98% 24
2023
Q4 		$1.7M Buy
+17,922
New +$1.68M 1.11% 22

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Optimist Retirement Group's LYB Position: Q1 2025 in Review

Optimist Retirement Group sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 10,723 shares — an estimated $796K sold.

Optimist Retirement Group first reported a position in LYB in Q4 2023 and held it in 5 quarters. The position peaked at $2.07M in Q3 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Optimist Retirement Group reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 10,723 LyondellBasell Industries shares in Q1 2025, an estimated $796K.
  • Optimist Retirement Group first reported a position in LyondellBasell Industries in Q4 2023 and held it in 5 quarters.
  • Optimist Retirement Group's LyondellBasell Industries position peaked at $2.07M in Q3 2024.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Optimist Retirement Group's 13F filing for Q1 2025, filed 5 May 2025.