EW
BERY

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

Evoke Wealth’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
2022
Q4 		– Sell
-108
Closed -$5K – 1182
2022
Q3 		$5K Hold
108
– – ﹤0.01% 895
2022
Q2 		$5K Hold
108
– – ﹤0.01% 911
2022
Q1 		$6K Hold
108
– – ﹤0.01% 884
2021
Q4 		$7K Hold
108
– – ﹤0.01% 855
2021
Q3 		$6K Hold
108
– – ﹤0.01% 833
2021
Q2 		$6K Hold
108
– – ﹤0.01% 852
2021
Q1 		$6K Hold
108
– – ﹤0.01% 821
2020
Q4 		$6K Sell
108
-893
-89% -$42.6K ﹤0.01% 697
2020
Q3 		$44K Sell
1,001
-30
-3% -$1.38K ﹤0.01% 378
2020
Q2 		$42K Buy
+1,031
New +$38.7K ﹤0.01% 369

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Evoke Wealth's BERY Position: Q4 2022 in Review

Evoke Wealth sold out of Berry Global Group, Inc. (BERY) in Q4 2022, closing a stake of 108 shares — an estimated $5K sold.

Evoke Wealth first reported a position in BERY in Q2 2020 and held it in 10 quarters. The position peaked at $44K in Q3 2020. 390 funds tracked by Wall St. Rank hold BERY as of Q4 2022.

  • Evoke Wealth reported no remaining Berry Global Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 108 Berry Global Group, Inc. shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in Berry Global Group, Inc. in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's Berry Global Group, Inc. position peaked at $44K in Q3 2020.
  • 390 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.