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Sendero Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Sendero Wealth 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 		– Sell
-2,916
Closed -$220K – 111
2022
Q3 		$220K Buy
+2,916
New +$246K 0.09% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sendero Wealth Management's LYB Position: Q4 2022 in Review

Sendero Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 2,916 shares — an estimated $220K sold.

Sendero Wealth Management first reported a position in LYB in Q3 2022 and held it in 1 quarter. The position peaked at $220K in Q3 2022. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Sendero Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 2,916 LyondellBasell Industries shares in Q4 2022, an estimated $220K.
  • Sendero Wealth Management first reported a position in LyondellBasell Industries in Q3 2022 and held it in 1 quarter.
  • Sendero Wealth Management's LyondellBasell Industries position peaked at $220K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Sendero Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.