HIA
BERY

Harbor Investment Advisory’s Berry Global Group, Inc. BERY Stock Holding History

Harbor Investment Advisory’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 		– Sell
-1
Closed -$59 – 1320
2024
Q2 		$59 Buy
+1
New +$54 ﹤0.01% 1286

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harbor Investment Advisory's BERY Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Berry Global Group, Inc. (BERY) in Q3 2024, closing a stake of 1 share — an estimated $59 sold.

Harbor Investment Advisory first reported a position in BERY in Q2 2024 and held it in 1 quarter. The position peaked at $59 in Q2 2024. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2024.

  • Harbor Investment Advisory reported no remaining Berry Global Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1 Berry Global Group, Inc. share in Q3 2024, an estimated $59.
  • Harbor Investment Advisory first reported a position in Berry Global Group, Inc. in Q2 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Berry Global Group, Inc. position peaked at $59 in Q2 2024.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.