Verum Partners’s LyondellBasell Industries LYB Stock Holding History

Verum Partners’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	-2,380	Closed	-$219K	–	144
2023 Q2	$219K	Buy	+2,380	New	+$218K	0.2%	96

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Verum Partners's LYB Position: Q3 2023 in Review

Verum Partners sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 2,380 shares — an estimated $219K sold.

Verum Partners first reported a position in LYB in Q2 2023 and held it in 1 quarter. The position peaked at $219K in Q2 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

Verum Partners reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
Verum Partners sold 2,380 LyondellBasell Industries shares in Q3 2023, an estimated $219K.
Verum Partners first reported a position in LyondellBasell Industries in Q2 2023 and held it in 1 quarter.
Verum Partners's LyondellBasell Industries position peaked at $219K in Q2 2023.
936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Verum Partners's 13F filing for Q3 2023, filed 10 Oct 2023.