CSC
BERY

Caldwell Sutter Capital’s Berry Global Group, Inc. BERY Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-159
Closed -$10.3K – 918
2024
Q4 		$10.3K Sell
159
-14
-8% -$924 ﹤0.01% 546
2024
Q3 		$10.8K Hold
173
– – 0.01% 549
2024
Q2 		$9.36K Hold
173
– – ﹤0.01% 562
2024
Q1 		$9.62K Hold
173
– – ﹤0.01% 550
2023
Q4 		$10.7K Hold
173
– – 0.01% 538
2023
Q3 		$9.84K Hold
173
– – 0.01% 533
2023
Q2 		$10.2K Hold
173
– – 0.01% 527
2023
Q1 		$9.37K Hold
173
– – 0.01% 393
2022
Q4 		$9.61K Buy
+173
New +$8.48K 0.01% 255

Other funds holding BERY

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caldwell Sutter Capital's BERY Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 159 shares — an estimated $10.3K sold.

Caldwell Sutter Capital first reported a position in BERY in Q4 2022 and held it in 9 quarters. The position peaked at $10.8K in Q3 2024. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 159 Berry Global Group, Inc. shares in Q1 2025, an estimated $10.3K.
  • Caldwell Sutter Capital first reported a position in Berry Global Group, Inc. in Q4 2022 and held it in 9 quarters.
  • Caldwell Sutter Capital's Berry Global Group, Inc. position peaked at $10.8K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.