Altshuler Shaham’s Berry Global Group, Inc. BERY Stock Holding History

Altshuler Shaham’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
2024 Q4	–	Sell	-424	Closed	-$26.4K	–	429
2024 Q3	$26.4K	Sell	424 -82	-16%	-$4.87K	﹤0.01%	119
2024 Q2	$27.4K	Buy	+506	New	+$27.5K	﹤0.01%	139
2021 Q4	–	Sell	-2,099	Closed	-$118K	–	680
2021 Q3	$118K	Buy	2,099 +1,144	+120%	+$67.8K	﹤0.01%	306
2021 Q2	$57K	Buy	+955	New	+$57.5K	﹤0.01%	423
2020 Q2	–	Sell	-24	Closed	-$1K	–	599
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	434
2019 Q4	$1K	Buy	24 +16	+200%	+$634	﹤0.01%	487
2019 Q3	$0	Buy	+8	New	+$327	﹤0.01%	578

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

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

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

TCAM

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

Altshuler Shaham's BERY Position: Q4 2024 in Review

Altshuler Shaham sold out of Berry Global Group, Inc. (BERY) in Q4 2024, closing a stake of 424 shares — an estimated $26.4K sold.

Altshuler Shaham first reported a position in BERY in Q3 2019 and held it in 7 quarters. The position peaked at $118K in Q3 2021. 442 funds tracked by Wall St. Rank hold BERY as of Q4 2024.

Altshuler Shaham reported no remaining Berry Global Group, Inc. position as of Q4 2024 after selling out during the quarter.
Altshuler Shaham sold 424 Berry Global Group, Inc. shares in Q4 2024, an estimated $26.4K.
Altshuler Shaham first reported a position in Berry Global Group, Inc. in Q3 2019 and held it in 7 quarters.
Altshuler Shaham's Berry Global Group, Inc. position peaked at $118K in Q3 2021.
442 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.