Perpetual Investment Management’s LyondellBasell Industries LYB Stock Holding History

Perpetual Investment 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
2022 Q4	$407K	Buy	4,900 +1,400	+40%	+$115K	0.05%	164
2022 Q3	$263K	Hold	3,500	–	–	0.04%	185
2022 Q2	$306K	Buy	+3,500	New	+$365K	0.04%	175
2021 Q2	–	Sell	-5,790	Closed	-$601K	–	231
2021 Q1	$601K	Hold	5,790	–	–	0.1%	120
2020 Q4	$527K	Buy	+5,790	New	+$472K	0.08%	142

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perpetual Investment Management's LYB Position: Q4 2022 in Review

Perpetual Investment Management increased its LyondellBasell Industries (LYB) stake by 40% in Q4 2022, buying an estimated $115K and bringing the position to 4,900 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #164.

Perpetual Investment Management first reported a position in LYB in Q4 2020 and has held it in 5 quarters since. The position peaked at $601K in Q1 2021. 898 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Perpetual Investment Management held 4,900 shares of LyondellBasell Industries worth $407K as of Q4 2022.
Perpetual Investment Management bought 1,400 LyondellBasell Industries shares in Q4 2022, an estimated $115K.
LyondellBasell Industries made up 0.05% of Perpetual Investment Management's portfolio in Q4 2022, its #164 holding.
Perpetual Investment Management first reported a position in LyondellBasell Industries in Q4 2020 and has held it in 5 quarters since.
Perpetual Investment Management's LyondellBasell Industries position peaked at $601K in Q1 2021.
898 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.