Heritage Wealth Management (Arizona)’s Berry Global Group, Inc. BERY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$13.8K	Buy	248 +124	+100%	+$6.08K	﹤0.01%	727
2022 Q3	$5K	Hold	124	–	–	﹤0.01%	768
2022 Q2	$6.23K	Hold	124	–	–	﹤0.01%	741
2022 Q1	$7K	Buy	+124	New	+$7.25K	﹤0.01%	767
2021 Q3	$7K	Hold	124	–	–	﹤0.01%	702
2021 Q2	$7K	Hold	124	–	–	﹤0.01%	713
2021 Q1	$7K	Buy	+124	New	+$6.44K	﹤0.01%	618

Other funds holding BERY

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BERY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Berry Global Group, Inc. (BERY) stake by 100% in Q4 2022, buying an estimated $6.08K and bringing the position to 248 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Heritage Wealth Management (Arizona) first reported a position in BERY in Q1 2021 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold BERY as of Q4 2022.

Heritage Wealth Management (Arizona) held 248 shares of Berry Global Group, Inc. worth $13.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 124 Berry Global Group, Inc. shares in Q4 2022, an estimated $6.08K.
Berry Global Group, Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #727 holding.
Heritage Wealth Management (Arizona) first reported a position in Berry Global Group, Inc. in Q1 2021 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.