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

Financial Gravity 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
2024 Q1	–	Hold	0	–	–	–	1881
2023 Q3	–	Sell	-70	Closed	-$4.04K	–	1810
2023 Q2	$4.04K	Buy	+70	New	+$3.82K	0.01%	513
2023 Q1	–	Sell	-65	Closed	-$3.63K	–	1719
2022 Q4	$3.63K	Buy	+65	New	+$3.19K	0.02%	449
2019 Q4	–	Sell	-12	Closed	–	–	1734
2019 Q3	$0	Buy	+12	New	+$491	﹤0.01%	1599

Other funds holding BERY

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's BERY Position: Q1 2024 in Review

Financial Gravity Asset Management held its Berry Global Group, Inc. (BERY) position steady in Q1 2024 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Financial Gravity Asset Management first reported a position in BERY in Q3 2019 and has held it in 3 quarters since. The position peaked at $4.04K in Q2 2023. 413 funds tracked by Wall St. Rank hold BERY as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Berry Global Group, Inc. worth $26 as of Q1 2024.
Financial Gravity Asset Management left its Berry Global Group, Inc. share count unchanged in Q1 2024.
Berry Global Group, Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1881 holding.
Financial Gravity Asset Management first reported a position in Berry Global Group, Inc. in Q3 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's Berry Global Group, Inc. position peaked at $4.04K in Q2 2023.
413 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.