BWM
BERY

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

BerganKDV 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
2023
Q1 		– Sell
-466
Closed -$25.9K – 1127
2022
Q4 		$25.9K Buy
+466
New +$22.8K ﹤0.01% 461

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BerganKDV Wealth Management's BERY Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q1 2023, closing a stake of 466 shares — an estimated $25.9K sold.

BerganKDV Wealth Management first reported a position in BERY in Q4 2022 and held it in 1 quarter. The position peaked at $25.9K in Q4 2022. 397 funds tracked by Wall St. Rank hold BERY as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Berry Global Group, Inc. position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 466 Berry Global Group, Inc. shares in Q1 2023, an estimated $25.9K.
  • BerganKDV Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Berry Global Group, Inc. position peaked at $25.9K in Q4 2022.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.