Univest Financial’s LyondellBasell Industries LYB Stock Holding History

Univest Financial’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	-3,221	Closed	-$288K	–	118
2019 Q3	$288K	Sell	3,221 -347	-10%	-$28.3K	0.09%	98
2019 Q2	$307K	Sell	3,568 -221	-6%	-$18.9K	0.1%	96
2019 Q1	$319K	Buy	3,789 +481	+15%	+$41.6K	0.1%	95
2018 Q4	$275K	Buy	3,308 +367	+12%	+$33.6K	0.1%	103
2018 Q3	$301K	Sell	2,941 -114	-4%	-$12.5K	0.09%	94
2018 Q2	$336K	Sell	3,055 -280	-8%	-$30.7K	0.13%	79
2018 Q1	$352K	Sell	3,335 -399	-11%	-$44.6K	0.15%	74
2017 Q4	$412K	Sell	3,734 -133	-3%	-$13.8K	0.17%	73
2017 Q3	$383K	Buy	3,867 +137	+4%	+$12.3K	0.16%	75
2017 Q2	$315K	Buy	+3,730	New	+$310K	0.13%	78

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

Univest Financial's LYB Position: Q4 2019 in Review

Univest Financial sold out of LyondellBasell Industries (LYB) in Q4 2019, closing a stake of 3,221 shares — an estimated $288K sold.

Univest Financial first reported a position in LYB in Q2 2017 and held it in 10 quarters. The position peaked at $412K in Q4 2017. 825 funds tracked by Wall St. Rank hold LYB as of Q4 2019.

Univest Financial reported no remaining LyondellBasell Industries position as of Q4 2019 after selling out during the quarter.
Univest Financial sold 3,221 LyondellBasell Industries shares in Q4 2019, an estimated $288K.
Univest Financial first reported a position in LyondellBasell Industries in Q2 2017 and held it in 10 quarters.
Univest Financial's LyondellBasell Industries position peaked at $412K in Q4 2017.
825 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2019.

Based on Univest Financial's 13F filing for Q4 2019, filed 14 Jan 2020.