GRP
BERY

Global Retirement Partners’s Berry Global Group, Inc. BERY Stock Holding History

Global Retirement Partners’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
Q4 		$24.5K Sell
379
-171
-31% -$11.3K ﹤0.01% 1984
2024
Q3 		$34.3K Buy
550
+17
+3% +$1.01K ﹤0.01% 1740
2024
Q2 		$28.8K Sell
533
-473
-47% -$25.7K ﹤0.01% 1810
2024
Q1 		$55.9K Sell
1,006
-97
-9% -$5.52K ﹤0.01% 1366
2023
Q4 		$66.8K Sell
1,103
-475
-30% -$26.8K ﹤0.01% 1226
2023
Q3 		$86.4K Buy
1,578
+184
+13% +$10.8K ﹤0.01% 998
2023
Q2 		$82.4K Hold
1,394
– – ﹤0.01% 1027
2023
Q1 		$69.2K Buy
1,394
+420
+43% +$23.3K ﹤0.01% 1087
2022
Q4 		$54K Buy
974
+78
+9% +$3.82K ﹤0.01% 1054
2022
Q3 		$39K Sell
896
-105
-10% -$5.28K ﹤0.01% 1122
2022
Q2 		$50K Sell
1,001
-247
-20% -$12.8K ﹤0.01% 996
2022
Q1 		$65K Buy
+1,248
New +$73K 0.01% 894
2021
Q4 		– Sell
-326
Closed -$18K – 1890
2021
Q3 		$18K Buy
326
+175
+116% +$10.4K ﹤0.01% 1244
2021
Q2 		$9K Hold
151
– – ﹤0.01% 1418
2021
Q1 		$9K Sell
151
-189
-56% -$9.81K ﹤0.01% 1337
2020
Q4 		$18K Sell
340
-4
-1% -$191 ﹤0.01% 1074
2020
Q3 		$15K Hold
344
– – ﹤0.01% 1029
2020
Q2 		$14K Buy
344
+194
+129% +$7.28K ﹤0.01% 1024
2020
Q1 		$5K Hold
150
– – ﹤0.01% 1252
2019
Q4 		$7K Sell
150
-48
-24% -$1.9K ﹤0.01% 1266
2019
Q3 		$7K Sell
198
-6
-3% -$245 ﹤0.01% 1222
2019
Q2 		$10K Buy
204
+6
+3% +$289 ﹤0.01% 1123
2019
Q1 		$10K Sell
198
-38
-16% -$1.8K ﹤0.01% 1066
2018
Q4 		$10K Sell
236
-182
-44% -$7.77K ﹤0.01% 984
2018
Q3 		$19K Hold
418
– – ﹤0.01% 842
2018
Q2 		$18K Buy
418
+234
+127% +$10.9K ﹤0.01% 834
2018
Q1 		$9K Buy
184
+28
+18% +$1.46K ﹤0.01% 1009
2017
Q4 		$8K Buy
+156
New +$8.49K ﹤0.01% 995

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Global Retirement Partners's BERY Position: Q4 2024 in Review

Global Retirement Partners reduced its Berry Global Group, Inc. (BERY) stake by 31% in Q4 2024, selling an estimated $11.3K and leaving 379 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Global Retirement Partners first reported a position in BERY in Q4 2017 and has held it in 28 quarters since. The position peaked at $86.4K in Q3 2023. 442 funds tracked by Wall St. Rank hold BERY as of Q4 2024.

  • Global Retirement Partners held 379 shares of Berry Global Group, Inc. worth $24.5K as of Q4 2024.
  • Global Retirement Partners sold 171 Berry Global Group, Inc. shares in Q4 2024, an estimated $11.3K.
  • Berry Global Group, Inc. made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1984 holding.
  • Global Retirement Partners first reported a position in Berry Global Group, Inc. in Q4 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's Berry Global Group, Inc. position peaked at $86.4K in Q3 2023.
  • 442 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.