LFA
BERY

Legacy Financial Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-204
Closed -$10K – 941
2019
Q1 		$10K Hold
204
– – ﹤0.01% 620
2018
Q4 		$9K Hold
204
– – ﹤0.01% 601
2018
Q3 		$9K Hold
204
– – ﹤0.01% 562
2018
Q2 		$9K Hold
204
– – ﹤0.01% 563
2018
Q1 		$10K Hold
204
– – ﹤0.01% 487
2017
Q4 		$10K Buy
+204
New +$11.1K ﹤0.01% 489

Other funds holding BERY

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Legacy Financial Advisors's BERY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2019, closing a stake of 204 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in BERY in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2019. 329 funds tracked by Wall St. Rank hold BERY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 204 Berry Global Group, Inc. shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Berry Global Group, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Berry Global Group, Inc. position peaked at $10K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.