Grantham, Mayo, Van Otterloo & Co (GMO)’s Berry Corp BRY Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-355,500	Closed	-$1.47M	–	630
2024 Q4	$1.47M	Buy	355,500 +2,200	+0.6%	+$10.2K	﹤0.01%	395
2024 Q3	$1.82M	Hold	353,300	–	–	0.01%	376
2024 Q2	$2.28M	Buy	+353,300	New	+$2.63M	0.01%	360
2020 Q3	–	Sell	-31,300	Closed	-$151K	–	768
2020 Q2	$151K	Buy	31,300 +16,800	+116%	+$65K	﹤0.01%	718
2020 Q1	$35K	Buy	+14,500	New	+$89K	﹤0.01%	740
2019 Q2	–	Sell	-119,800	Closed	-$1.38M	–	709
2019 Q1	$1.38M	Buy	119,800 +97,800	+445%	+$1.11M	0.01%	441
2018 Q4	$193K	Buy	+22,000	New	+$296K	﹤0.01%	513

Other funds holding BRY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s BRY Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 355,500 shares — an estimated $1.47M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BRY in Q4 2018 and held it in 7 quarters. The position peaked at $2.28M in Q2 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 355,500 Berry Corp shares in Q1 2025, an estimated $1.47M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Berry Corp in Q4 2018 and held it in 7 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Berry Corp position peaked at $2.28M in Q2 2024.
184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.