HF
BERY

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

Halpern Financial’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
2023
Q3 		– Sell
-110
Closed -$6.5K – 265
2023
Q2 		$6.5K Buy
+110
New +$6.01K ﹤0.01% 198

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Halpern Financial's BERY Position: Q3 2023 in Review

Halpern Financial sold out of Berry Global Group, Inc. (BERY) in Q3 2023, closing a stake of 110 shares — an estimated $6.5K sold.

Halpern Financial first reported a position in BERY in Q2 2023 and held it in 1 quarter. The position peaked at $6.5K in Q2 2023. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2023.

  • Halpern Financial reported no remaining Berry Global Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 110 Berry Global Group, Inc. shares in Q3 2023, an estimated $6.5K.
  • Halpern Financial first reported a position in Berry Global Group, Inc. in Q2 2023 and held it in 1 quarter.
  • Halpern Financial's Berry Global Group, Inc. position peaked at $6.5K in Q2 2023.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.