Stonebridge Capital Advisors’s LyondellBasell Industries LYB Stock Holding History

Stonebridge Capital Advisors’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 Q4	–	Sell	-227	Closed	-$21.5K	–	560
2023 Q3	$21.5K	Buy	227 +50	+28%	+$4.81K	﹤0.01%	490
2023 Q2	$16.3K	Buy	177 +27	+18%	+$2.47K	﹤0.01%	543
2023 Q1	$14.1K	Hold	150	–	–	﹤0.01%	556
2022 Q4	$12.5K	Hold	150	–	–	﹤0.01%	565
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	563
2022 Q2	$13K	Hold	150	–	–	﹤0.01%	553
2022 Q1	$15K	Hold	150	–	–	﹤0.01%	587
2021 Q4	$14K	Buy	+150	New	+$13.9K	﹤0.01%	584
2021 Q3	–	Sell	-100	Closed	-$10K	–	1037
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	746
2021 Q1	$10K	Buy	+100	New	+$9.93K	﹤0.01%	633
2019 Q3	–	Sell	-76	Closed	-$7K	–	913
2019 Q2	$7K	Buy	+76	New	+$6.49K	﹤0.01%	624

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonebridge Capital Advisors's LYB Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 227 shares — an estimated $21.5K sold.

Stonebridge Capital Advisors first reported a position in LYB in Q2 2019 and held it in 11 quarters. The position peaked at $21.5K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

Stonebridge Capital Advisors reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 227 LyondellBasell Industries shares in Q4 2023, an estimated $21.5K.
Stonebridge Capital Advisors first reported a position in LyondellBasell Industries in Q2 2019 and held it in 11 quarters.
Stonebridge Capital Advisors's LyondellBasell Industries position peaked at $21.5K in Q3 2023.
1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.