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Sonora Investment Management’s LyondellBasell Industries LYB Stock Holding History

Sonora Investment 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
2021
Q3 		$7.16M Buy
76,333
+7,961
+12% +$781K 0.9% 41
2021
Q2 		$7.03M Buy
68,372
+9,990
+17% +$1.08M 0.92% 41
2021
Q1 		$6.08M Buy
58,382
+37,359
+178% +$3.71M 0.48% 80
2020
Q4 		$1.93M Sell
21,023
-2,009
-9% -$164K 0.16% 140
2020
Q3 		$1.62M Sell
23,032
-935
-4% -$64.6K 0.15% 134
2020
Q2 		$1.57M Sell
23,967
-167
-0.7% -$9.94K 0.16% 124
2020
Q1 		$1.2M Sell
24,134
-41,618
-63% -$3.06M 0.14% 125
2019
Q4 		$6.21M Buy
65,752
+5,265
+9% +$483K 0.59% 60
2019
Q3 		$5.41M Buy
60,487
+7,016
+13% +$572K 0.56% 61
2019
Q2 		$4.61M Buy
53,471
+17,024
+47% +$1.45M 0.51% 69
2019
Q1 		$3.06M Buy
36,447
+10,591
+41% +$915K 0.38% 81
2018
Q4 		$2.15M Buy
25,856
+13,115
+103% +$1.2M 0.31% 89
2018
Q3 		$1.31M Buy
12,741
+6,895
+118% +$754K 0.18% 112
2018
Q2 		$642K Buy
5,846
+70
+1% +$7.69K 0.1% 144
2018
Q1 		$610K Buy
5,776
+749
+15% +$83.7K 0.1% 141
2017
Q4 		$555K Sell
5,027
-21,871
-81% -$2.27M 0.09% 147
2017
Q3 		$2.66M Buy
26,898
+1,259
+5% +$113K 0.46% 67
2017
Q2 		$2.16M Buy
25,639
+3,385
+15% +$281K 0.41% 74
2017
Q1 		$2.03M Buy
22,254
+21,920
+6,563% +$2M 0.39% 79
2016
Q4 		$28.7K Buy
+334
New +$28K 0.01% 367
2016
Q2 		– Sell
-15
Closed -$1.32K – 900
2016
Q1 		$1.32K Buy
+15
New +$1.2K ﹤0.01% 874
2015
Q4 		– Sell
-61
Closed -$5K – 997
2015
Q3 		$5K Buy
+61
New +$5.42K ﹤0.01% 719

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's LYB Position: Q3 2021 in Review

Sonora Investment Management increased its LyondellBasell Industries (LYB) stake by 12% in Q3 2021, buying an estimated $781K and bringing the position to 76,333 shares worth $7.16M. The position accounts for 0.9% of the portfolio, ranked #41.

Sonora Investment Management first reported a position in LYB in Q3 2015 and has held it in 22 quarters since. 785 funds tracked by Wall St. Rank hold LYB as of Q3 2021.

  • Sonora Investment Management held 76,333 shares of LyondellBasell Industries worth $7.16M as of Q3 2021.
  • Sonora Investment Management bought 7,961 LyondellBasell Industries shares in Q3 2021, an estimated $781K.
  • LyondellBasell Industries made up 0.9% of Sonora Investment Management's portfolio in Q3 2021, its #41 holding.
  • Sonora Investment Management first reported a position in LyondellBasell Industries in Q3 2015 and has held it in 22 quarters since.
  • 785 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.