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Waddell & Reed Financial’s LyondellBasell Industries LYB Stock Holding History

Waddell & Reed 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
2020
Q2 		– Sell
-290,896
Closed -$14.4M – 474
2020
Q1 		$14.4M Sell
290,896
-946,823
-76% -$69.6M 0.05% 325
2019
Q4 		$117M Sell
1,237,719
-182,653
-13% -$16.7M 0.29% 100
2019
Q3 		$127M Sell
1,420,372
-487,520
-26% -$39.8M 0.33% 82
2019
Q2 		$164M Buy
1,907,892
+513,989
+37% +$43.9M 0.41% 63
2019
Q1 		$117M Buy
1,393,903
+440,384
+46% +$38.1M 0.29% 95
2018
Q4 		$79.3M Sell
953,519
-395,214
-29% -$36.2M 0.22% 127
2018
Q3 		$138M Sell
1,348,733
-200,954
-13% -$22M 0.31% 95
2018
Q2 		$170M Buy
1,549,687
+215,957
+16% +$23.7M 0.39% 68
2018
Q1 		$141M Sell
1,333,730
-83,886
-6% -$9.37M 0.32% 83
2017
Q4 		$156M Buy
1,417,616
+380,923
+37% +$39.5M 0.35% 78
2017
Q3 		$103M Buy
1,036,693
+225,469
+28% +$20.3M 0.23% 118
2017
Q2 		$68.5M Sell
811,224
-89,890
-10% -$7.47M 0.15% 174
2017
Q1 		$82.2M Sell
901,114
-322,297
-26% -$29.4M 0.17% 150
2016
Q4 		$105M Buy
+1,223,411
New +$103M 0.23% 122
2016
Q3 		– Sell
-218,950
Closed -$16.3M – 608
2016
Q2 		$16.3M Sell
218,950
-191,550
-47% -$15.8M 0.03% 337
2016
Q1 		$35.1M Buy
410,500
+9,600
+2% +$770K 0.07% 237
2015
Q4 		$34.8M Buy
400,900
+5,850
+1% +$538K 0.06% 251
2015
Q3 		$32.9M Sell
395,050
-24,000
-6% -$2.13M 0.05% 257
2015
Q2 		$43.4M Sell
419,050
-3,586,990
-90% -$361M 0.06% 236
2015
Q1 		$352M Sell
4,006,040
-149,880
-4% -$12.6M 0.49% 61
2014
Q4 		$330M Sell
4,155,920
-482,900
-10% -$41.9M 0.46% 67
2014
Q3 		$504M Sell
4,638,820
-2,030,270
-30% -$220M 0.7% 45
2014
Q2 		$651M Buy
6,669,090
+858,490
+15% +$81.7M 0.95% 21
2014
Q1 		$517M Buy
5,810,600
+377,551
+7% +$31.8M 0.78% 34
2013
Q4 		$436M Buy
5,433,049
+2,590,540
+91% +$199M 0.7% 45
2013
Q3 		$208M Sell
2,842,509
-117,800
-4% -$8.2M 0.4% 68
2013
Q2 		$196M Buy
+2,960,309
New +$187M 0.41% 67

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Waddell & Reed Financial's LYB Position: Q2 2020 in Review

Waddell & Reed Financial sold out of LyondellBasell Industries (LYB) in Q2 2020, closing a stake of 290,896 shares — an estimated $14.4M sold.

Waddell & Reed Financial first reported a position in LYB in Q2 2013 and held it in 27 quarters. The position peaked at $651M in Q2 2014. 663 funds tracked by Wall St. Rank hold LYB as of Q2 2020.

  • Waddell & Reed Financial reported no remaining LyondellBasell Industries position as of Q2 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 290,896 LyondellBasell Industries shares in Q2 2020, an estimated $14.4M.
  • Waddell & Reed Financial first reported a position in LyondellBasell Industries in Q2 2013 and held it in 27 quarters.
  • Waddell & Reed Financial's LyondellBasell Industries position peaked at $651M in Q2 2014.
  • 663 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.