Janney Montgomery Scott
BERY

Janney Montgomery Scott’s Berry Global Group, Inc. BERY Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-5,021
Closed -$325K – 2895
2024
Q4 		$325K Buy
5,021
+15
+0.3% +$990 ﹤0.01% 2258
2024
Q3 		$313K Sell
5,006
-3,610
-42% -$215K ﹤0.01% 2266
2024
Q2 		$466K Sell
8,616
-2,876
-25% -$156K ﹤0.01% 1947
2024
Q1 		$638K Sell
11,492
-758
-6% -$43.1K ﹤0.01% 1799
2023
Q4 		$758K Sell
12,250
-1,299
-10% -$73.3K ﹤0.01% 1623
2023
Q3 		$770K Sell
13,549
-2,532
-16% -$149K ﹤0.01% 1486
2023
Q2 		$950K Sell
16,081
-4,982
-24% -$272K ﹤0.01% 1446
2023
Q1 		$1.14M Sell
21,063
-876
-4% -$48.5K ﹤0.01% 1250
2022
Q4 		$1.22M Buy
21,939
+824
+4% +$40.4K ﹤0.01% 1265
2022
Q3 		$902K Buy
21,115
+1,759
+9% +$88.4K ﹤0.01% 1364
2022
Q2 		$998K Buy
19,356
+1,189
+7% +$61.7K ﹤0.01% 1251
2022
Q1 		$967K Buy
18,167
+5,048
+38% +$295K ﹤0.01% 1269
2021
Q4 		$889K Sell
13,119
-194
-1% -$12K ﹤0.01% 1402
2021
Q3 		$744K Sell
13,313
-149
-1% -$8.83K ﹤0.01% 1435
2021
Q2 		$806K Sell
13,462
-5,390
-29% -$324K ﹤0.01% 1381
2021
Q1 		$1.06M Buy
+18,852
New +$978K 0.01% 1163

Other funds holding BERY

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's BERY Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 5,021 shares — an estimated $325K sold.

Janney Montgomery Scott first reported a position in BERY in Q1 2021 and held it in 16 quarters. The position peaked at $1.22M in Q4 2022. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Janney Montgomery Scott reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,021 Berry Global Group, Inc. shares in Q1 2025, an estimated $325K.
  • Janney Montgomery Scott first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 16 quarters.
  • Janney Montgomery Scott's Berry Global Group, Inc. position peaked at $1.22M in Q4 2022.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.