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Wellesley Investment Partners’s LyondellBasell Industries LYB Stock Holding History

Wellesley Investment 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
2020
Q1 		– Sell
-10,174
Closed -$961K – 115
2019
Q4 		$961K Buy
10,174
+1,300
+15% +$119K 0.3% 42
2019
Q3 		$794K Buy
8,874
+172
+2% +$14K 0.26% 51
2019
Q2 		$749K Sell
8,702
-1,303
-13% -$111K 0.26% 52
2019
Q1 		$841K Sell
10,005
-1,466
-13% -$127K 0.29% 60
2018
Q4 		$953K Buy
11,471
+176
+2% +$16.1K 0.34% 48
2018
Q3 		$1.16M Buy
11,295
+351
+3% +$38.4K 0.38% 45
2018
Q2 		$1.2M Buy
10,944
+579
+6% +$63.6K 0.42% 42
2018
Q1 		$1.09M Sell
10,365
-60
-0.6% -$6.71K 0.39% 45
2017
Q4 		$1.15M Buy
10,425
+1,528
+17% +$158K 0.44% 40
2017
Q3 		$881K Sell
8,897
-757
-8% -$68.1K 0.36% 51
2017
Q2 		$814K Buy
9,654
+296
+3% +$24.6K 0.34% 59
2017
Q1 		$853K Buy
9,358
+447
+5% +$40.8K 0.38% 50
2016
Q4 		$764K Buy
8,911
+328
+4% +$27.5K 0.37% 50
2016
Q3 		$692K Buy
8,583
+874
+11% +$67.5K 0.36% 51
2016
Q2 		$573K Buy
7,709
+640
+9% +$52.8K 0.31% 53
2016
Q1 		$605K Buy
7,069
+162
+2% +$13K 0.36% 49
2015
Q4 		$600K Buy
+6,907
New +$636K 0.41% 42

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellesley Investment Partners's LYB Position: Q1 2020 in Review

Wellesley Investment Partners sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 10,174 shares — an estimated $961K sold.

Wellesley Investment Partners first reported a position in LYB in Q4 2015 and held it in 17 quarters. The position peaked at $1.2M in Q2 2018. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • Wellesley Investment Partners reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 10,174 LyondellBasell Industries shares in Q1 2020, an estimated $961K.
  • Wellesley Investment Partners first reported a position in LyondellBasell Industries in Q4 2015 and held it in 17 quarters.
  • Wellesley Investment Partners's LyondellBasell Industries position peaked at $1.2M in Q2 2018.
  • 670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.