Sugarloaf Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Sugarloaf Wealth 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
2024 Q1	–	Sell	-148	Closed	-$14.1K	–	703
2023 Q4	$14.1K	Buy	+148	New	+$13.8K	﹤0.01%	449
2023 Q1	–	Sell	-166	Closed	-$13.8K	–	752
2022 Q4	$13.8K	Buy	166 +2	+1%	+$164	﹤0.01%	455
2022 Q3	$13K	Buy	164 +2	+1%	+$169	﹤0.01%	482
2022 Q2	$1K	Buy	162 +10	+7%	+$1.04K	﹤0.01%	747
2022 Q1	$16K	Buy	152 +52	+52%	+$5.18K	﹤0.01%	437
2021 Q4	$9K	Buy	+100	New	+$9.28K	﹤0.01%	523

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sugarloaf Wealth Management's LYB Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 148 shares — an estimated $14.1K sold.

Sugarloaf Wealth Management first reported a position in LYB in Q4 2021 and held it in 6 quarters. The position peaked at $16K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

Sugarloaf Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 148 LyondellBasell Industries shares in Q1 2024, an estimated $14.1K.
Sugarloaf Wealth Management first reported a position in LyondellBasell Industries in Q4 2021 and held it in 6 quarters.
Sugarloaf Wealth Management's LyondellBasell Industries position peaked at $16K in Q1 2022.
1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.