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U.S. Global Investors (USGI)’s LyondellBasell Industries LYB Stock Holding History

U.S. Global Investors (USGI)’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
2018
Q3 		– Sell
-11,000
Closed -$1.21M – 163
2018
Q2 		$1.21M Buy
+11,000
New +$1.21M 0.55% 51
2017
Q4 		– Sell
-6,300
Closed -$624K – 145
2017
Q3 		$624K Buy
6,300
+1,400
+29% +$126K 0.19% 87
2017
Q2 		$414K Buy
4,900
+1,400
+40% +$116K 0.14% 108
2017
Q1 		$319K Sell
3,500
-2,000
-36% -$183K 0.15% 102
2016
Q4 		$472K Buy
+5,500
New +$462K 0.2% 107
2016
Q2 		– Sell
-2,100
Closed -$180K – 176
2016
Q1 		$180K Sell
2,100
-23,500
-92% -$1.89M 0.1% 134
2015
Q4 		$2.23M Sell
25,600
-20,800
-45% -$1.91M 1.16% 18
2015
Q3 		$3.87M Buy
46,400
+3,000
+7% +$267K 2.05% 7
2015
Q2 		$4.49M Buy
43,400
+34,000
+362% +$3.42M 1.72% 11
2015
Q1 		$826K Sell
9,400
-22,000
-70% -$1.85M 0.23% 105
2014
Q4 		$2.49M Sell
31,400
-15,800
-33% -$1.37M 0.67% 37
2014
Q3 		$5.13M Buy
47,200
+45,000
+2,045% +$4.87M 1.45% 14
2014
Q2 		$215K Sell
2,200
-42,400
-95% -$4.04M 0.05% 214
2014
Q1 		$3.97M Sell
44,600
-13,400
-23% -$1.13M 0.65% 46
2013
Q4 		$4.66M Sell
58,000
-37,000
-39% -$2.84M 0.84% 30
2013
Q3 		$6.96M Buy
95,000
+6,800
+8% +$473K 1.19% 21
2013
Q2 		$5.84M Buy
+88,200
New +$5.57M 1% 35

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Global Investors (USGI)'s LYB Position: Q3 2018 in Review

U.S. Global Investors (USGI) sold out of LyondellBasell Industries (LYB) in Q3 2018, closing a stake of 11,000 shares — an estimated $1.21M sold.

U.S. Global Investors (USGI) first reported a position in LYB in Q2 2013 and held it in 17 quarters. The position peaked at $6.96M in Q3 2013. 855 funds tracked by Wall St. Rank hold LYB as of Q3 2018.

  • U.S. Global Investors (USGI) reported no remaining LyondellBasell Industries position as of Q3 2018 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 11,000 LyondellBasell Industries shares in Q3 2018, an estimated $1.21M.
  • U.S. Global Investors (USGI) first reported a position in LyondellBasell Industries in Q2 2013 and held it in 17 quarters.
  • U.S. Global Investors (USGI)'s LyondellBasell Industries position peaked at $6.96M in Q3 2013.
  • 855 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2018.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2018, filed 13 Nov 2018.