Williams Jones Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Williams Jones Wealth Management’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 Q2	–	Sell	-2,402	Closed	-$226K	–	550
2023 Q1	$226K	Buy	+2,402	New	+$223K	﹤0.01%	490
2022 Q3	–	Sell	-2,536	Closed	-$222K	–	590
2022 Q2	$222K	Buy	+2,536	New	+$264K	﹤0.01%	514
2021 Q2	–	Sell	-2,849	Closed	-$296K	–	511
2021 Q1	$296K	Hold	2,849	–	–	﹤0.01%	398
2020 Q4	$261K	Sell	2,849 -5,776	-67%	-$470K	﹤0.01%	393
2020 Q3	$608K	Buy	8,625 +3,127	+57%	+$216K	0.01%	242
2020 Q2	$361K	Sell	5,498 -26,640	-83%	-$1.59M	0.01%	294
2020 Q1	$1.59M	Sell	32,138 -28,178	-47%	-$2.07M	0.04%	146
2019 Q4	$5.7M	Sell	60,316 -2,931	-5%	-$269K	0.11%	113
2019 Q3	$5.66M	Buy	+63,247	New	+$5.16M	0.12%	110

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Williams Jones Wealth Management's LYB Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 2,402 shares — an estimated $226K sold.

Williams Jones Wealth Management first reported a position in LYB in Q3 2019 and held it in 9 quarters. The position peaked at $5.7M in Q4 2019. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

Williams Jones Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 2,402 LyondellBasell Industries shares in Q2 2023, an estimated $226K.
Williams Jones Wealth Management first reported a position in LyondellBasell Industries in Q3 2019 and held it in 9 quarters.
Williams Jones Wealth Management's LyondellBasell Industries position peaked at $5.7M in Q4 2019.
927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.