BEI
BERY

Benjamin Edwards Inc’s Berry Global Group, Inc. BERY Stock Holding History

Benjamin Edwards Inc’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
2025
Q2 		– Sell
-9,573
Closed -$668K – 1212
2025
Q1 		$668K Sell
9,573
-285
-3% -$19.8K 0.01% 707
2024
Q4 		$637K Sell
9,858
-570
-5% -$37.6K 0.01% 755
2024
Q3 		$651K Sell
10,428
-30
-0.3% -$1.78K 0.01% 714
2024
Q2 		$565K Sell
10,458
-11,427
-52% -$620K 0.11% 197
2024
Q1 		$1.22M Buy
21,885
+94
+0.4% +$5.35K 0.24% 114
2023
Q4 		$1.35M Buy
21,791
+153
+0.7% +$8.63K 0.29% 102
2023
Q3 		$1.23M Buy
21,638
+1,224
+6% +$72K 0.29% 104
2023
Q2 		$1.21M Buy
20,414
+534
+3% +$29.2K 0.28% 104
2023
Q1 		$1.07M Buy
19,880
+1,464
+8% +$81K 0.26% 111
2022
Q4 		$1.02M Buy
18,416
+2,648
+17% +$130K 0.27% 106
2022
Q3 		$674K Buy
15,768
+7,430
+89% +$373K 0.2% 136
2022
Q2 		$418K Sell
8,338
-3,045
-27% -$158K 0.12% 187
2022
Q1 		$606K Buy
11,383
+105
+0.9% +$6.14K 0.18% 148
2021
Q4 		$764K Buy
11,278
+4
+0% +$248 0.25% 112
2021
Q3 		$630K Sell
11,274
-599
-5% -$35.5K 0.38% 91
2021
Q2 		$711K Buy
+11,873
New +$715K 0.49% 84

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Benjamin Edwards Inc's BERY Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 9,573 shares — an estimated $668K sold.

Benjamin Edwards Inc first reported a position in BERY in Q2 2021 and held it in 16 quarters. The position peaked at $1.35M in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 9,573 Berry Global Group, Inc. shares in Q2 2025, an estimated $668K.
  • Benjamin Edwards Inc first reported a position in Berry Global Group, Inc. in Q2 2021 and held it in 16 quarters.
  • Benjamin Edwards Inc's Berry Global Group, Inc. position peaked at $1.35M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.