GT
BERY

Greenleaf Trust’s Berry Global Group, Inc. BERY Stock Holding History

Greenleaf Trust’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
2025
Q2 		– Sell
-4,387
Closed -$306K – 853
2025
Q1 		$306K Sell
4,387
-21
-0.5% -$1.46K ﹤0.01% 637
2024
Q4 		$285K Sell
4,408
-230
-5% -$15.2K ﹤0.01% 666
2024
Q3 		$290K Buy
4,638
+119
+3% +$7.07K ﹤0.01% 679
2024
Q2 		$244K Buy
4,519
+56
+1% +$3.04K ﹤0.01% 685
2024
Q1 		$248K Sell
4,463
-55
-1% -$3.13K ﹤0.01% 672
2023
Q4 		$280K Sell
4,518
-16
-0.4% -$903 ﹤0.01% 617
2023
Q3 		$258K Hold
4,534
– – ﹤0.01% 629
2023
Q2 		$268K Buy
4,534
+22
+0.5% +$1.2K ﹤0.01% 629
2023
Q1 		$244K Sell
4,512
-6
-0.1% -$332 ﹤0.01% 668
2022
Q4 		$251K Sell
4,518
-354
-7% -$17.3K ﹤0.01% 643
2022
Q3 		$208K Buy
4,872
+22
+0.5% +$1.1K ﹤0.01% 659
2022
Q2 		$243K Buy
4,850
+269
+6% +$14K ﹤0.01% 616
2022
Q1 		$244K Buy
4,581
+9
+0.2% +$526 ﹤0.01% 666
2021
Q4 		$310K Buy
4,572
+6
+0.1% +$372 ﹤0.01% 592
2021
Q3 		$255K Buy
4,566
+9
+0.2% +$533 ﹤0.01% 624
2021
Q2 		$273K Hold
4,557
– – ﹤0.01% 611
2021
Q1 		$257K Sell
4,557
-68
-1% -$3.53K ﹤0.01% 608
2020
Q4 		$239K Hold
4,625
– – ﹤0.01% 540
2020
Q3 		$205K Buy
+4,625
New +$212K ﹤0.01% 519

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Greenleaf Trust's BERY Position: Q2 2025 in Review

Greenleaf Trust sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 4,387 shares — an estimated $306K sold.

Greenleaf Trust first reported a position in BERY in Q3 2020 and held it in 19 quarters. The position peaked at $310K in Q4 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Greenleaf Trust reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Greenleaf Trust sold 4,387 Berry Global Group, Inc. shares in Q2 2025, an estimated $306K.
  • Greenleaf Trust first reported a position in Berry Global Group, Inc. in Q3 2020 and held it in 19 quarters.
  • Greenleaf Trust's Berry Global Group, Inc. position peaked at $310K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.