JSAM
BERY

J. Safra Asset Management’s Berry Global Group, Inc. BERY Stock Holding History

J. Safra Asset Management’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
-1,053
Closed -$73.5K – 403
2025
Q1 		$73.5K Buy
+1,053
New +$73.1K 0.01% 173

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 $59.2B AUM 26.02% 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

J. Safra Asset Management's BERY Position: Q2 2025 in Review

J. Safra Asset Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1,053 shares — an estimated $73.5K sold.

J. Safra Asset Management first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $73.5K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • J. Safra Asset Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 1,053 Berry Global Group, Inc. shares in Q2 2025, an estimated $73.5K.
  • J. Safra Asset Management first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • J. Safra Asset Management's Berry Global Group, Inc. position peaked at $73.5K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on J. Safra Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.