FIM
BERY

Freedom Investment Management’s Berry Global Group, Inc. BERY Stock Holding History

Freedom Investment 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 		– Sell
-10,134
Closed -$627K – 844
2023
Q4 		$627K Buy
10,134
+352
+4% +$19.9K 0.05% 374
2023
Q3 		$556K Sell
9,782
-90
-0.9% -$5.29K 0.07% 335
2023
Q2 		$583K Sell
9,872
-2,327
-19% -$127K 0.07% 358
2023
Q1 		$660K Sell
12,199
-1,080
-8% -$59.8K 0.07% 330
2022
Q4 		$737K Buy
13,279
+197
+2% +$9.65K 0.08% 311
2022
Q3 		$559K Buy
13,082
+97
+0.7% +$4.87K 0.06% 386
2022
Q2 		$652K Sell
12,985
-6,449
-33% -$334K 0.07% 360
2022
Q1 		$1.03M Buy
19,434
+3,912
+25% +$229K 0.09% 282
2021
Q4 		$1.05M Sell
15,522
-406
-3% -$25.1K 0.08% 331
2021
Q3 		$890K Buy
15,928
+8,503
+115% +$504K 0.07% 346
2021
Q2 		$445K Sell
7,425
-564
-7% -$33.9K 0.03% 568
2021
Q1 		$450K Buy
+7,989
New +$415K 0.04% 564

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 $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Freedom Investment Management's BERY Position: Q1 2024 in Review

Freedom Investment Management sold out of Berry Global Group, Inc. (BERY) in Q1 2024, closing a stake of 10,134 shares — an estimated $627K sold.

Freedom Investment Management first reported a position in BERY in Q1 2021 and held it in 12 quarters. The position peaked at $1.05M in Q4 2021. 413 funds tracked by Wall St. Rank hold BERY as of Q1 2024.

  • Freedom Investment Management reported no remaining Berry Global Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 10,134 Berry Global Group, Inc. shares in Q1 2024, an estimated $627K.
  • Freedom Investment Management first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 12 quarters.
  • Freedom Investment Management's Berry Global Group, Inc. position peaked at $1.05M in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.