FI
BERY

FormulaFolio Investments’s Berry Global Group, Inc. BERY Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-5,409
Closed -$279K – 831
2020
Q4 		$279K Buy
+5,409
New +$258K 0.01% 547

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
EC
Eminence Capital New York $4.36B AUM 3.1% 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
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FormulaFolio Investments's BERY Position: Q1 2021 in Review

FormulaFolio Investments sold out of Berry Global Group, Inc. (BERY) in Q1 2021, closing a stake of 5,409 shares — an estimated $279K sold.

FormulaFolio Investments first reported a position in BERY in Q4 2020 and held it in 1 quarter. The position peaked at $279K in Q4 2020. 382 funds tracked by Wall St. Rank hold BERY as of Q1 2021.

  • FormulaFolio Investments reported no remaining Berry Global Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,409 Berry Global Group, Inc. shares in Q1 2021, an estimated $279K.
  • FormulaFolio Investments first reported a position in Berry Global Group, Inc. in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Berry Global Group, Inc. position peaked at $279K in Q4 2020.
  • 382 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.