KIG
BRY

Kowal Investment Group’s Berry Corp BRY Stock Holding History

Kowal Investment Group’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11
Closed – – 238
2021
Q3 		$0 Buy
+11
New +$65 ﹤0.01% 922

Other funds holding BRY

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kowal Investment Group's BRY Position: Q4 2021 in Review

Kowal Investment Group sold out of Berry Corp (BRY) in Q4 2021, closing a stake of 11 shares.

Kowal Investment Group first reported a position in BRY in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 125 funds tracked by Wall St. Rank hold BRY as of Q4 2021.

  • Kowal Investment Group reported no remaining Berry Corp position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 11 Berry Corp shares in Q4 2021.
  • Kowal Investment Group first reported a position in Berry Corp in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Berry Corp position peaked at $0 in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Berry Corp as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.