CAM
BERY

Claret Asset Management’s Berry Global Group, Inc. BERY Stock Holding History

Claret Asset 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
2025
Q2 		– Sell
-3,311
Closed -$231K – 450
2025
Q1 		$231K Buy
3,311
+2
+0.1% +$139 0.03% 223
2024
Q4 		$214K Sell
3,309
-345
-9% -$22.8K 0.03% 252
2024
Q3 		$228K Buy
+3,654
New +$217K 0.04% 222

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

Claret Asset Management's BERY Position: Q2 2025 in Review

Claret Asset Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,311 shares — an estimated $231K sold.

Claret Asset Management first reported a position in BERY in Q3 2024 and held it in 3 quarters. The position peaked at $231K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Claret Asset Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Claret Asset Management sold 3,311 Berry Global Group, Inc. shares in Q2 2025, an estimated $231K.
  • Claret Asset Management first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 3 quarters.
  • Claret Asset Management's Berry Global Group, Inc. position peaked at $231K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Claret Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.