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Phoenix Financial’s LyondellBasell Industries LYB Stock Holding History

Phoenix Financial’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 		– Sell
-4,726
Closed -$476K – 346
2023
Q2 		$476K Buy
4,726
+1,443
+44% +$132K 0.01% 247
2023
Q1 		$350K Sell
3,283
-4,332
-57% -$403K 0.01% 235
2022
Q4 		$645K Sell
7,615
-2,206
-22% -$181K 0.01% 210
2022
Q3 		$747K Buy
9,821
+377
+4% +$31.8K 0.02% 221
2022
Q2 		$826K Buy
9,444
+7,330
+347% +$764K 0.02% 246
2022
Q1 		$217K Buy
+2,114
New +$211K ﹤0.01% 374

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

Phoenix Financial's LYB Position: Q3 2023 in Review

Phoenix Financial sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 4,726 shares — an estimated $476K sold.

Phoenix Financial first reported a position in LYB in Q1 2022 and held it in 6 quarters. The position peaked at $826K in Q2 2022. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Phoenix Financial reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 4,726 LyondellBasell Industries shares in Q3 2023, an estimated $476K.
  • Phoenix Financial first reported a position in LyondellBasell Industries in Q1 2022 and held it in 6 quarters.
  • Phoenix Financial's LyondellBasell Industries position peaked at $826K in Q2 2022.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.