AGP
BERY

Akaris Global Partners’s Berry Global Group, Inc. BERY Stock Holding History

Akaris Global Partners’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
2023
Q3 		$26.6M Buy
467,871
+98,010
+26% +$5.76M 6.73% 7
2023
Q2 		$21.9M Buy
369,861
+101,718
+38% +$5.56M 5.73% 10
2023
Q1 		$14.5M Buy
+268,143
New +$14.8M 4.53% 11

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Akaris Global Partners's BERY Position: Q3 2023 in Review

Akaris Global Partners increased its Berry Global Group, Inc. (BERY) stake by 26% in Q3 2023, buying an estimated $5.76M and bringing the position to 467,871 shares worth $26.6M. The position accounts for 6.73% of the portfolio, ranked #7.

Akaris Global Partners first reported a position in BERY in Q1 2023 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2023.

  • Akaris Global Partners held 467,871 shares of Berry Global Group, Inc. worth $26.6M as of Q3 2023.
  • Akaris Global Partners bought 98,010 Berry Global Group, Inc. shares in Q3 2023, an estimated $5.76M.
  • Berry Global Group, Inc. made up 6.73% of Akaris Global Partners's portfolio in Q3 2023, its #7 holding.
  • Akaris Global Partners first reported a position in Berry Global Group, Inc. in Q1 2023 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2023.

Based on Akaris Global Partners's 13F filing for Q3 2023, filed 14 Nov 2023.