KFS
BERY

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

Kaizen Financial Strategies’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
Q4 		– Sell
-4,737
Closed -$269K – 129
2023
Q3 		$269K Sell
4,737
-82
-2% -$4.82K 0.23% 76
2023
Q2 		$293K Hold
4,819
– – 0.25% 68
2023
Q1 		$261K Sell
4,819
-82
-2% -$4.54K 0.26% 73
2022
Q4 		$277K Buy
+4,901
New +$240K 0.27% 78

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Massachusetts Financial Services
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Financial Strategies's BERY Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Berry Global Group, Inc. (BERY) in Q4 2023, closing a stake of 4,737 shares — an estimated $269K sold.

Kaizen Financial Strategies first reported a position in BERY in Q4 2022 and held it in 4 quarters. The position peaked at $293K in Q2 2023. 431 funds tracked by Wall St. Rank hold BERY as of Q4 2023.

  • Kaizen Financial Strategies reported no remaining Berry Global Group, Inc. position as of Q4 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 4,737 Berry Global Group, Inc. shares in Q4 2023, an estimated $269K.
  • Kaizen Financial Strategies first reported a position in Berry Global Group, Inc. in Q4 2022 and held it in 4 quarters.
  • Kaizen Financial Strategies's Berry Global Group, Inc. position peaked at $293K in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.