BWG
BERY

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

Berry Wealth Group’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
-3,704
Closed -$231K – 106
2024
Q3 		$231K Buy
+3,704
New +$220K 0.17% 79
2024
Q2 		– Sell
-4,221
Closed -$234K – 91
2024
Q1 		$234K Buy
+4,221
New +$240K 0.19% 70

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

Berry Wealth Group's BERY Position: Q4 2024 in Review

Berry Wealth Group sold out of Berry Global Group, Inc. (BERY) in Q4 2024, closing a stake of 3,704 shares — an estimated $231K sold.

Berry Wealth Group first reported a position in BERY in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 442 funds tracked by Wall St. Rank hold BERY as of Q4 2024.

  • Berry Wealth Group reported no remaining Berry Global Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Berry Wealth Group sold 3,704 Berry Global Group, Inc. shares in Q4 2024, an estimated $231K.
  • Berry Wealth Group first reported a position in Berry Global Group, Inc. in Q1 2024 and held it in 2 quarters.
  • Berry Wealth Group's Berry Global Group, Inc. position peaked at $234K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2024.

Based on Berry Wealth Group's 13F filing for Q4 2024, filed 24 Jan 2025.