AWM
BERY

Angeles Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Angeles Wealth Management’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
Q3 		– Sell
-10,325
Closed -$518K – 232
2022
Q2 		$518K Sell
10,325
-2,317
-18% -$120K 0.1% 101
2022
Q1 		$673K Buy
+12,642
New +$739K 0.13% 88

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Angeles Wealth Management's BERY Position: Q3 2022 in Review

Angeles Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q3 2022, closing a stake of 10,325 shares — an estimated $518K sold.

Angeles Wealth Management first reported a position in BERY in Q1 2022 and held it in 2 quarters. The position peaked at $673K in Q1 2022. 339 funds tracked by Wall St. Rank hold BERY as of Q3 2022.

  • Angeles Wealth Management reported no remaining Berry Global Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 10,325 Berry Global Group, Inc. shares in Q3 2022, an estimated $518K.
  • Angeles Wealth Management first reported a position in Berry Global Group, Inc. in Q1 2022 and held it in 2 quarters.
  • Angeles Wealth Management's Berry Global Group, Inc. position peaked at $673K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2022.

Based on Angeles Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.