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Wills Financial Group’s LyondellBasell Industries LYB Stock Holding History

Wills Financial Group’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
-22,163
Closed -$2.09M – 57
2019
Q4 		$2.09M Sell
22,163
-3,455
-13% -$317K 1.2% 31
2019
Q3 		$2.29M Sell
25,618
-4,095
-14% -$334K 1.47% 28
2019
Q2 		$2.56M Sell
29,713
-2,088
-7% -$178K 1.67% 24
2019
Q1 		$2.67M Buy
31,801
+710
+2% +$61.4K 1.81% 23
2018
Q4 		$2.58M Buy
31,091
+753
+2% +$68.9K 1.99% 20
2018
Q3 		$3.11M Buy
30,338
+3,328
+12% +$364K 2.05% 17
2018
Q2 		$2.97M Sell
27,010
-100
-0.4% -$11K 2.15% 18
2018
Q1 		$2.86M Sell
27,110
-200
-0.7% -$22.4K 2.12% 18
2017
Q4 		$3.01M Sell
27,310
-200
-0.7% -$20.7K 2.1% 15
2017
Q3 		$2.73M Sell
27,510
-155
-0.6% -$13.9K 2% 16
2017
Q2 		$2.33M Buy
27,665
+3,714
+16% +$308K 1.73% 21
2017
Q1 		$2.18M Hold
23,951
– – 1.67% 23
2016
Q4 		$2.06M Buy
23,951
+675
+3% +$56.6K 1.67% 25
2016
Q3 		$1.88M Buy
23,276
+5,245
+29% +$405K 1.64% 23
2016
Q2 		$1.34M Buy
18,031
+2,035
+13% +$168K 1.12% 32
2016
Q1 		$1.37M Buy
15,996
+140
+0.9% +$11.2K 1.18% 32
2015
Q4 		$1.38M Buy
15,856
+8,796
+125% +$809K 1.21% 33
2015
Q3 		$588K Buy
7,060
+750
+12% +$66.7K 0.54% 44
2015
Q2 		$653K Hold
6,310
– – 0.56% 44
2015
Q1 		$554K Buy
6,310
+605
+11% +$50.9K 0.46% 50
2014
Q4 		$452K Buy
+5,705
New +$495K 0.37% 56

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

Wills Financial Group's LYB Position: Q1 2020 in Review

Wills Financial Group sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 22,163 shares — an estimated $2.09M sold.

Wills Financial Group first reported a position in LYB in Q4 2014 and held it in 21 quarters. The position peaked at $3.11M in Q3 2018. 671 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • Wills Financial Group reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • Wills Financial Group sold 22,163 LyondellBasell Industries shares in Q1 2020, an estimated $2.09M.
  • Wills Financial Group first reported a position in LyondellBasell Industries in Q4 2014 and held it in 21 quarters.
  • Wills Financial Group's LyondellBasell Industries position peaked at $3.11M in Q3 2018.
  • 671 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Wills Financial Group's 13F filing for Q1 2020, filed 12 May 2020.