KI
BERY

Kapitalo Investimentos’s Berry Global Group, Inc. BERY Stock Holding History

Kapitalo Investimentos’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
-7,960
Closed -$453K – 748
2023
Q3 		$453K Buy
+7,960
New +$468K 0.06% 124
2023
Q2 		– Sell
-4,413
Closed -$239K – 733
2023
Q1 		$239K Buy
+4,413
New +$244K 0.08% 127

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kapitalo Investimentos's BERY Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Berry Global Group, Inc. (BERY) in Q4 2023, closing a stake of 7,960 shares — an estimated $453K sold.

Kapitalo Investimentos first reported a position in BERY in Q1 2023 and held it in 2 quarters. The position peaked at $453K in Q3 2023. 431 funds tracked by Wall St. Rank hold BERY as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Berry Global Group, Inc. position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 7,960 Berry Global Group, Inc. shares in Q4 2023, an estimated $453K.
  • Kapitalo Investimentos first reported a position in Berry Global Group, Inc. in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Berry Global Group, Inc. position peaked at $453K in Q3 2023.
  • 431 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.