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Safeguard Financial’s LyondellBasell Industries LYB Stock Holding History

Safeguard 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
-7
Closed -$1K – 344
2023
Q2 		$1K Buy
+7
New +$640 ﹤0.01% 545

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

Safeguard Financial's LYB Position: Q3 2023 in Review

Safeguard Financial sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 7 shares — an estimated $1K sold.

Safeguard Financial first reported a position in LYB in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Safeguard Financial reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 7 LyondellBasell Industries shares in Q3 2023, an estimated $1K.
  • Safeguard Financial first reported a position in LyondellBasell Industries in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's LyondellBasell Industries position peaked at $1K in Q2 2023.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.