Stoneridge Investment Partners’s LyondellBasell Industries LYB Stock Holding History

Stoneridge Investment 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
2019 Q4	–	Sell	-6,016	Closed	-$538K	–	149
2019 Q3	$538K	Sell	6,016 -14,291	-70%	-$1.17M	0.2%	107
2019 Q2	$1.75M	Sell	20,307 -4,846	-19%	-$413K	0.62%	61
2019 Q1	$2.12M	Buy	25,153 +4,871	+24%	+$421K	0.62%	63
2018 Q4	$1.69M	Buy	+20,282	New	+$1.86M	0.53%	66
2016 Q2	–	Sell	-21,743	Closed	-$1.86M	–	309
2016 Q1	$1.86M	Buy	21,743 +5,629	+35%	+$452K	0.27%	108
2015 Q4	$1.4M	Sell	16,114 -350	-2%	-$32.2K	0.19%	139
2015 Q3	$1.37M	Buy	+16,464	New	+$1.46M	0.19%	137
2015 Q2	–	Sell	-52,062	Closed	-$4.57M	–	293
2015 Q1	$4.57M	Buy	52,062 +6,880	+15%	+$579K	0.54%	58
2014 Q4	$3.59M	Buy	+45,182	New	+$3.92M	0.47%	75

Other funds holding LYB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stoneridge Investment Partners's LYB Position: Q4 2019 in Review

Stoneridge Investment Partners sold out of LyondellBasell Industries (LYB) in Q4 2019, closing a stake of 6,016 shares — an estimated $538K sold.

Stoneridge Investment Partners first reported a position in LYB in Q4 2014 and held it in 9 quarters. The position peaked at $4.57M in Q1 2015. 825 funds tracked by Wall St. Rank hold LYB as of Q4 2019.

Stoneridge Investment Partners reported no remaining LyondellBasell Industries position as of Q4 2019 after selling out during the quarter.
Stoneridge Investment Partners sold 6,016 LyondellBasell Industries shares in Q4 2019, an estimated $538K.
Stoneridge Investment Partners first reported a position in LyondellBasell Industries in Q4 2014 and held it in 9 quarters.
Stoneridge Investment Partners's LyondellBasell Industries position peaked at $4.57M in Q1 2015.
825 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2019.

Based on Stoneridge Investment Partners's 13F filing for Q4 2019, filed 29 Jan 2020.