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Ziegler Capital Management’s LyondellBasell Industries LYB Stock Holding History

Ziegler Capital 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
2024
Q1 		$3.34M Sell
9,230
-18,407
-67% -$1.79M 0.13% 184
2023
Q4 		$2.64M Sell
27,637
-1,046
-4% -$97.8K 0.12% 195
2023
Q3 		$2.72M Sell
28,683
-893
-3% -$85.8K 0.11% 199
2023
Q2 		$2.72M Buy
29,576
+258
+0.9% +$23.6K 0.1% 207
2023
Q1 		$2.77M Buy
29,318
+8,046
+38% +$748K 0.11% 198
2022
Q4 		$1.82M Sell
21,272
-550
-3% -$45.1K 0.08% 228
2022
Q3 		$1.67M Sell
21,822
-1,515
-6% -$128K 0.07% 218
2022
Q2 		$2.04M Sell
23,337
-404
-2% -$42.1K 0.08% 212
2022
Q1 		$2.45M Buy
23,741
+7,497
+46% +$747K 0.1% 194
2021
Q4 		$1.5M Sell
16,244
-2,313
-12% -$215K 0.05% 265
2021
Q3 		$1.76M Sell
18,557
-8,277
-31% -$812K 0.06% 257
2021
Q2 		$2.76M Sell
26,834
-2,512
-9% -$272K 0.09% 234
2021
Q1 		$3.05M Buy
+29,346
New +$2.91M 0.1% 232
2013
Q3 		$3.77M Sell
51,475
-11,757
-19% -$819K 0.33% 84
2013
Q2 		$4.19M Buy
+63,232
New +$4M 0.45% 56

Other funds holding LYB

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ziegler Capital Management's LYB Position: Q1 2024 in Review

Ziegler Capital Management reduced its LyondellBasell Industries (LYB) stake by 67% in Q1 2024, selling an estimated $1.79M and leaving 9,230 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #184.

Ziegler Capital Management first reported a position in LYB in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.19M in Q2 2013. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Ziegler Capital Management held 9,230 shares of LyondellBasell Industries worth $3.34M as of Q1 2024.
  • Ziegler Capital Management sold 18,407 LyondellBasell Industries shares in Q1 2024, an estimated $1.79M.
  • LyondellBasell Industries made up 0.13% of Ziegler Capital Management's portfolio in Q1 2024, its #184 holding.
  • Ziegler Capital Management first reported a position in LyondellBasell Industries in Q2 2013 and has held it in 15 quarters since.
  • Ziegler Capital Management's LyondellBasell Industries position peaked at $4.19M in Q2 2013.
  • 1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.