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Safeguard Investment Advisory Group’s LyondellBasell Industries LYB Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-468
Closed -$42K – 443
2020
Q4 		$42K Buy
+468
New +$38.1K 0.04% 219

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Investment Advisory Group's LYB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of LyondellBasell Industries (LYB) in Q1 2021, closing a stake of 468 shares — an estimated $42K sold.

Safeguard Investment Advisory Group first reported a position in LYB in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 793 funds tracked by Wall St. Rank hold LYB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining LyondellBasell Industries position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 468 LyondellBasell Industries shares in Q1 2021, an estimated $42K.
  • Safeguard Investment Advisory Group first reported a position in LyondellBasell Industries in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's LyondellBasell Industries position peaked at $42K in Q4 2020.
  • 793 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.