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ZWJ Investment Counsel’s LyondellBasell Industries LYB Stock Holding History

ZWJ Investment Counsel’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
Q3 		– Sell
-3,883
Closed -$371K – 242
2024
Q2 		$371K Hold
3,883
– – 0.02% 169
2024
Q1 		$397K Buy
+3,883
New +$378K 0.02% 171
2020
Q2 		– Sell
-93,869
Closed -$4.66M – 175
2020
Q1 		$4.66M Sell
93,869
-87,576
-48% -$6.44M 0.42% 53
2019
Q4 		$17.1M Sell
181,445
-19,354
-10% -$1.77M 1.15% 36
2019
Q3 		$18M Buy
200,799
+22,547
+13% +$1.84M 1.4% 35
2019
Q2 		$15.4M Buy
178,252
+8,412
+5% +$718K 1.2% 37
2019
Q1 		$14.3M Buy
169,840
+9,050
+6% +$782K 1.18% 36
2018
Q4 		$13.4M Buy
160,790
+105,229
+189% +$9.63M 1.26% 32
2018
Q3 		$5.7M Sell
55,561
-3,533
-6% -$386K 0.46% 55
2018
Q2 		$6.49M Sell
59,094
-117,256
-66% -$12.9M 0.56% 55
2018
Q1 		$18.6M Sell
176,350
-54,283
-24% -$6.07M 1.68% 26
2017
Q4 		$25.4M Sell
230,633
-6,510
-3% -$675K 2.01% 16
2017
Q3 		$23.5M Buy
237,143
+4,692
+2% +$422K 1.83% 20
2017
Q2 		$19.6M Buy
232,451
+91,020
+64% +$7.56M 1.57% 24
2017
Q1 		$12.9M Buy
141,431
+14,476
+11% +$1.32M 1.06% 36
2016
Q4 		$10.9M Buy
126,955
+4,415
+4% +$370K 1.05% 43
2016
Q3 		$9.88M Buy
122,540
+10,915
+10% +$844K 0.99% 44
2016
Q2 		$8.31M Buy
111,625
+47,836
+75% +$3.95M 0.83% 48
2016
Q1 		$5.46M Buy
63,789
+35,715
+127% +$2.87M 0.58% 54
2015
Q4 		$2.44M Buy
28,074
+23,070
+461% +$2.12M 0.27% 69
2015
Q3 		$417K Buy
+5,004
New +$445K 0.05% 107

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ZWJ Investment Counsel's LYB Position: Q3 2024 in Review

ZWJ Investment Counsel sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 3,883 shares — an estimated $371K sold.

ZWJ Investment Counsel first reported a position in LYB in Q3 2015 and held it in 21 quarters. The position peaked at $25.4M in Q4 2017. 1,032 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • ZWJ Investment Counsel reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • ZWJ Investment Counsel sold 3,883 LyondellBasell Industries shares in Q3 2024, an estimated $371K.
  • ZWJ Investment Counsel first reported a position in LyondellBasell Industries in Q3 2015 and held it in 21 quarters.
  • ZWJ Investment Counsel's LyondellBasell Industries position peaked at $25.4M in Q4 2017.
  • 1,032 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on ZWJ Investment Counsel's 13F filing for Q3 2024, filed 16 Oct 2024.