CPA
BERY

Capital Performance Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Capital Performance Advisors’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
-1,203
Closed -$75.1K – 2836
2024
Q3 		$75.1K Buy
+1,203
New +$71.5K 0.02% 254

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

Capital Performance Advisors's BERY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Berry Global Group, Inc. (BERY) in Q4 2024, closing a stake of 1,203 shares — an estimated $75.1K sold.

Capital Performance Advisors first reported a position in BERY in Q3 2024 and held it in 1 quarter. The position peaked at $75.1K in Q3 2024. 442 funds tracked by Wall St. Rank hold BERY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Berry Global Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,203 Berry Global Group, Inc. shares in Q4 2024, an estimated $75.1K.
  • Capital Performance Advisors first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Berry Global Group, Inc. position peaked at $75.1K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.