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Summit X LLC’s LyondellBasell Industries LYB Stock Holding History

Summit X LLC’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 		– Sell
-3,131
Closed -$288K – 241
2023
Q2 		$288K Buy
3,131
+90
+3% +$8.23K 0.07% 221
2023
Q1 		$286K Buy
3,041
+221
+8% +$20.6K 0.07% 216
2022
Q4 		$247K Sell
2,820
-420
-13% -$34.4K 0.07% 223
2022
Q3 		$248K Buy
3,240
+420
+15% +$35.5K 0.07% 220
2022
Q2 		$242K Buy
+2,820
New +$294K 0.07% 224

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

Summit X LLC's LYB Position: Q3 2023 in Review

Summit X LLC sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 3,131 shares — an estimated $288K sold.

Summit X LLC first reported a position in LYB in Q2 2022 and held it in 5 quarters. The position peaked at $288K in Q2 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Summit X LLC reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 3,131 LyondellBasell Industries shares in Q3 2023, an estimated $288K.
  • Summit X LLC first reported a position in LyondellBasell Industries in Q2 2022 and held it in 5 quarters.
  • Summit X LLC's LyondellBasell Industries position peaked at $288K in Q2 2023.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.