Advisory Research’s Berry Global Group, Inc. BERY Stock Holding History

Advisory Research’s Portfolio BERY Stock Details BERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,444	Closed	-$369K	–	443
2021 Q4	$369K	Buy	+5,444	New	+$337K	0.03%	271
2018 Q1	–	Sell	-20,105	Closed	-$1.08M	–	426
2017 Q4	$1.08M	Sell	20,105 -1,817	-8%	-$98.9K	0.02%	269
2017 Q3	$1.14M	Sell	21,922 -8,130	-27%	-$425K	0.02%	286
2017 Q2	$1.57M	Sell	30,052 -11,144	-27%	-$557K	0.02%	257
2017 Q1	$1.84M	Sell	41,196 -66,880	-62%	-$3.08M	0.03%	257
2016 Q4	$4.84M	Buy	+108,076	New	+$4.62M	0.07%	128
2013 Q4	–	Sell	-18,622	Closed	-$342K	–	333
2013 Q3	$342K	Buy	+18,622	New	+$388K	﹤0.01%	280

Other funds holding BERY

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Advisory Research's BERY Position: Q1 2022 in Review

Advisory Research sold out of Berry Global Group, Inc. (BERY) in Q1 2022, closing a stake of 5,444 shares — an estimated $369K sold.

Advisory Research first reported a position in BERY in Q3 2013 and held it in 7 quarters. The position peaked at $4.84M in Q4 2016. 366 funds tracked by Wall St. Rank hold BERY as of Q1 2022.

Advisory Research reported no remaining Berry Global Group, Inc. position as of Q1 2022 after selling out during the quarter.
Advisory Research sold 5,444 Berry Global Group, Inc. shares in Q1 2022, an estimated $369K.
Advisory Research first reported a position in Berry Global Group, Inc. in Q3 2013 and held it in 7 quarters.
Advisory Research's Berry Global Group, Inc. position peaked at $4.84M in Q4 2016.
366 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2022.

Based on Advisory Research's 13F filing for Q1 2022, filed 16 May 2022.