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Shepherd Financial Partners’s LyondellBasell Industries LYB Stock Holding History

Shepherd Financial Partners’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
Q3 		– Sell
-27,497
Closed -$2.83M – 153
2021
Q2 		$2.83M Buy
27,497
+1,056
+4% +$114K 0.54% 35
2021
Q1 		$2.75M Buy
+26,441
New +$2.62M 0.61% 29

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shepherd Financial Partners's LYB Position: Q3 2021 in Review

Shepherd Financial Partners sold out of LyondellBasell Industries (LYB) in Q3 2021, closing a stake of 27,497 shares — an estimated $2.83M sold.

Shepherd Financial Partners first reported a position in LYB in Q1 2021 and held it in 2 quarters. The position peaked at $2.83M in Q2 2021. 785 funds tracked by Wall St. Rank hold LYB as of Q3 2021.

  • Shepherd Financial Partners reported no remaining LyondellBasell Industries position as of Q3 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 27,497 LyondellBasell Industries shares in Q3 2021, an estimated $2.83M.
  • Shepherd Financial Partners first reported a position in LyondellBasell Industries in Q1 2021 and held it in 2 quarters.
  • Shepherd Financial Partners's LyondellBasell Industries position peaked at $2.83M in Q2 2021.
  • 785 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2021.

Based on Shepherd Financial Partners's 13F filing for Q3 2021, filed 15 Nov 2021.