Zega Financial’s LyondellBasell Industries LYB Stock Holding History

Zega 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
2024 Q2	–	Sell	-2,000	Closed	-$205K	–	125
2024 Q1	$205K	Buy	+2,000	New	+$195K	0.07%	99

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Zega Financial's LYB Position: Q2 2024 in Review

Zega Financial sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 2,000 shares — an estimated $205K sold.

Zega Financial first reported a position in LYB in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

Zega Financial reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
Zega Financial sold 2,000 LyondellBasell Industries shares in Q2 2024, an estimated $205K.
Zega Financial first reported a position in LyondellBasell Industries in Q1 2024 and held it in 1 quarter.
Zega Financial's LyondellBasell Industries position peaked at $205K in Q1 2024.
1,023 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.