Summit Global Investments’s LyondellBasell Industries LYB Stock Holding History

Summit Global Investments’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
2025 Q1	–	Sell	-10,668	Closed	-$792K	–	522
2024 Q4	$792K	Sell	10,668 -5,297	-33%	-$445K	0.05%	264
2024 Q3	$1.53M	Sell	15,965 -8,503	-35%	-$815K	0.1%	165
2024 Q2	$2.34M	Buy	24,468 +15,617	+176%	+$1.55M	0.16%	119
2024 Q1	$905K	Sell	8,851 -17,966	-67%	-$1.75M	0.07%	231
2023 Q4	$2.55M	Buy	26,817 +21,430	+398%	+$2M	0.17%	108
2023 Q3	$510K	Sell	5,387 -1,755	-25%	-$169K	0.03%	338
2023 Q2	$656K	Buy	7,142 +1,538	+27%	+$141K	0.04%	293
2023 Q1	$526K	Buy	5,604 +433	+8%	+$40.3K	0.04%	336
2022 Q4	$429K	Sell	5,171 -109,686	-95%	-$8.99M	0.04%	344
2022 Q3	$8.65M	Buy	114,857 +102,675	+843%	+$8.67M	0.8%	30
2022 Q2	$1.06M	Buy	+12,182	New	+$1.27M	0.09%	210

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Summit Global Investments's LYB Position: Q1 2025 in Review

Summit Global Investments sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 10,668 shares — an estimated $792K sold.

Summit Global Investments first reported a position in LYB in Q2 2022 and held it in 11 quarters. The position peaked at $8.65M in Q3 2022. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

Summit Global Investments reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 10,668 LyondellBasell Industries shares in Q1 2025, an estimated $792K.
Summit Global Investments first reported a position in LyondellBasell Industries in Q2 2022 and held it in 11 quarters.
Summit Global Investments's LyondellBasell Industries position peaked at $8.65M in Q3 2022.
958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.