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Steward Financial Group’s LyondellBasell Industries LYB Stock Holding History

Steward Financial 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
2023
Q3 		$30K Buy
326
+9
+3% +$865 0.01% 201
2023
Q2 		$29K Buy
317
+138
+77% +$12.6K 0.01% 196
2023
Q1 		$16K Buy
179
+93
+108% +$8.65K 0.01% 149
2022
Q4 		$7K Buy
+86
New +$7.04K ﹤0.01% 171
2022
Q3 		– Sell
-109
Closed -$9K – 789
2022
Q2 		$9K Buy
+109
New +$11.4K 0.01% 259

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

Steward Financial Group's LYB Position: Q3 2023 in Review

Steward Financial Group increased its LyondellBasell Industries (LYB) stake by 2.8% in Q3 2023, buying an estimated $865 and bringing the position to 326 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #201.

Steward Financial Group first reported a position in LYB in Q2 2022 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Steward Financial Group held 326 shares of LyondellBasell Industries worth $30K as of Q3 2023.
  • Steward Financial Group bought 9 LyondellBasell Industries shares in Q3 2023, an estimated $865.
  • LyondellBasell Industries made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #201 holding.
  • Steward Financial Group first reported a position in LyondellBasell Industries in Q2 2022 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.