GFS
BERY

GYL Financial Synergies’s Berry Global Group, Inc. BERY Stock Holding History

GYL Financial Synergies’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
Q3 		$244K Sell
3,902
-148
-4% -$8.79K 0.02% 327
2024
Q2 		$219K Sell
4,050
-61
-1% -$3.31K 0.02% 350
2024
Q1 		$228K Buy
4,111
+53
+1% +$3.02K 0.02% 341
2023
Q4 		$251K Buy
4,058
+209
+5% +$11.8K 0.02% 312
2023
Q3 		$219K Sell
3,849
-29
-0.7% -$1.71K 0.02% 307
2023
Q2 		$229K Buy
+3,878
New +$212K 0.02% 312

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

GYL Financial Synergies's BERY Position: Q3 2024 in Review

GYL Financial Synergies reduced its Berry Global Group, Inc. (BERY) stake by 3.7% in Q3 2024, selling an estimated $8.79K and leaving 3,902 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #327.

GYL Financial Synergies first reported a position in BERY in Q2 2023 and has held it in 6 quarters since. The position peaked at $251K in Q4 2023. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2024.

  • GYL Financial Synergies held 3,902 shares of Berry Global Group, Inc. worth $244K as of Q3 2024.
  • GYL Financial Synergies sold 148 Berry Global Group, Inc. shares in Q3 2024, an estimated $8.79K.
  • Berry Global Group, Inc. made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #327 holding.
  • GYL Financial Synergies first reported a position in Berry Global Group, Inc. in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Berry Global Group, Inc. position peaked at $251K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.