AIM
BRY

Access Investment Management’s Berry Corp BRY Stock Holding History

Access Investment Management’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-436,890
Closed -$2.25M – 100
2024
Q3 		$2.25M Buy
436,890
+390
+0.1% +$2.38K 0.68% 38
2024
Q2 		$2.82M Buy
436,500
+885
+0.2% +$6.59K 0.92% 33
2024
Q1 		$3.51M Buy
435,615
+565
+0.1% +$3.95K 1.16% 27
2023
Q4 		$3.06M Buy
+435,050
New +$3.26M 1.14% 29

Other funds holding BRY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Access Investment Management's BRY Position: Q4 2024 in Review

Access Investment Management sold out of Berry Corp (BRY) in Q4 2024, closing a stake of 436,890 shares — an estimated $2.25M sold.

Access Investment Management first reported a position in BRY in Q4 2023 and held it in 4 quarters. The position peaked at $3.51M in Q1 2024. 183 funds tracked by Wall St. Rank hold BRY as of Q4 2024.

  • Access Investment Management reported no remaining Berry Corp position as of Q4 2024 after selling out during the quarter.
  • Access Investment Management sold 436,890 Berry Corp shares in Q4 2024, an estimated $2.25M.
  • Access Investment Management first reported a position in Berry Corp in Q4 2023 and held it in 4 quarters.
  • Access Investment Management's Berry Corp position peaked at $3.51M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Berry Corp as of Q4 2024.

Based on Access Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.