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Pathstone Family Office’s LyondellBasell Industries LYB Stock Holding History

Pathstone Family Office’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 		$1.39M Buy
14,720
+831
+6% +$79.9K 0.01% 584
2023
Q2 		$1.28M Buy
13,889
+666
+5% +$60.9K 0.02% 410
2023
Q1 		$1.24M Sell
13,223
-9,403
-42% -$875K 0.02% 386
2022
Q4 		$1.55M Sell
22,626
-1,565
-6% -$128K 0.01% 578
2022
Q3 		$1.82M Buy
+24,191
New +$2.04M 0.02% 474
2022
Q1 		– Sell
-2,231
Closed -$208K – 1004
2021
Q4 		$208K Buy
+2,231
New +$207K 0.01% 830
2021
Q1 		– Sell
-1,007
Closed -$92K – 1052
2020
Q4 		$92K Buy
1,007
+817
+430% +$66.5K ﹤0.01% 407
2020
Q3 		$13K Buy
+190
New +$13.1K ﹤0.01% 562
2020
Q2 		– Sell
-190
Closed -$9K – 865
2020
Q1 		$9K Buy
+190
New +$14K ﹤0.01% 547
2019
Q3 		– Sell
-2,500
Closed -$215K – 677
2019
Q2 		$215K Sell
2,500
-50
-2% -$4.27K 0.03% 189
2019
Q1 		$214K Buy
+2,550
New +$220K 0.03% 169
2018
Q2 		– Sell
-115
Closed -$12K – 253
2018
Q1 		$12K Buy
115
+100
+667% +$11.2K 0.01% 210
2017
Q4 		$2K Buy
+15
New +$1.56K ﹤0.01% 134
2017
Q3 		– Sell
-2,765
Closed -$233K – 269
2017
Q2 		$233K Sell
2,765
-25
-0.9% -$2.08K 0.1% 91
2017
Q1 		$254K Sell
2,790
-114
-4% -$10.4K 0.14% 78
2016
Q4 		$249K Buy
2,904
+2,868
+7,967% +$241K 0.16% 74
2016
Q3 		$3K Sell
36
-30
-45% -$2.32K ﹤0.01% 178
2016
Q2 		$5K Hold
66
– – ﹤0.01% 180
2016
Q1 		$6K Buy
+66
New +$5.3K 0.01% 137
2015
Q4 		– Sell
-25
Closed -$2K – 135
2015
Q3 		$2K Buy
+25
New +$2.22K 0.01% 158

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pathstone Family Office's LYB Position: Q3 2023 in Review

Pathstone Family Office increased its LyondellBasell Industries (LYB) stake by 6% in Q3 2023, buying an estimated $79.9K and bringing the position to 14,720 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #584.

Pathstone Family Office first reported a position in LYB in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.82M in Q3 2022. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Pathstone Family Office held 14,720 shares of LyondellBasell Industries worth $1.39M as of Q3 2023.
  • Pathstone Family Office bought 831 LyondellBasell Industries shares in Q3 2023, an estimated $79.9K.
  • LyondellBasell Industries made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #584 holding.
  • Pathstone Family Office first reported a position in LyondellBasell Industries in Q3 2015 and has held it in 20 quarters since.
  • Pathstone Family Office's LyondellBasell Industries position peaked at $1.82M in Q3 2022.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.