ECM
BRY

Evergreen Capital Management’s Berry Corp BRY Stock Holding History

Evergreen Capital Management’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,199
Closed -$115K – 396
2019
Q4 		$115K Buy
+12,199
New +$114K 0.01% 456

Other funds holding BRY

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evergreen Capital Management's BRY Position: Q1 2020 in Review

Evergreen Capital Management sold out of Berry Corp (BRY) in Q1 2020, closing a stake of 12,199 shares — an estimated $115K sold.

Evergreen Capital Management first reported a position in BRY in Q4 2019 and held it in 1 quarter. The position peaked at $115K in Q4 2019. 130 funds tracked by Wall St. Rank hold BRY as of Q1 2020.

  • Evergreen Capital Management reported no remaining Berry Corp position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 12,199 Berry Corp shares in Q1 2020, an estimated $115K.
  • Evergreen Capital Management first reported a position in Berry Corp in Q4 2019 and held it in 1 quarter.
  • Evergreen Capital Management's Berry Corp position peaked at $115K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Berry Corp as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.