FMP
BERY

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

Financial Management Professionals’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 		– Sell
-4
Closed – – 1110
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1069
2023
Q3 		$0 Buy
+4
New +$235 ﹤0.01% 1083
2022
Q1 		– Sell
-250
Closed -$17K – 1177
2021
Q4 		$17K Buy
+250
New +$15.5K ﹤0.01% 369
2016
Q3 		– Sell
-230
Closed -$8K – 440
2016
Q2 		$8K Buy
+230
New +$7.87K ﹤0.01% 244

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Management Professionals's BERY Position: Q1 2024 in Review

Financial Management Professionals sold out of Berry Global Group, Inc. (BERY) in Q1 2024, closing a stake of 4 shares.

Financial Management Professionals first reported a position in BERY in Q2 2016 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 413 funds tracked by Wall St. Rank hold BERY as of Q1 2024.

  • Financial Management Professionals reported no remaining Berry Global Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 4 Berry Global Group, Inc. shares in Q1 2024.
  • Financial Management Professionals first reported a position in Berry Global Group, Inc. in Q2 2016 and held it in 4 quarters.
  • Financial Management Professionals's Berry Global Group, Inc. position peaked at $17K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.