LG
BERY

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

Leuthold Group’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
2021
Q4 		– Sell
-44,925
Closed -$2.51M – 227
2021
Q3 		$2.51M Sell
44,925
-7,658
-15% -$454K 0.31% 108
2021
Q2 		$3.15M Sell
52,583
-1,060
-2% -$63.8K 0.39% 97
2021
Q1 		$3.02M Sell
53,643
-3,557
-6% -$185K 0.38% 95
2020
Q4 		$2.95M Buy
+57,200
New +$2.73M 0.39% 86
2017
Q3 		– Sell
-115,006
Closed -$6.02M – 213
2017
Q2 		$6.02M Buy
+115,006
New +$5.75M 0.65% 48

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 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 $36.7B AUM 74.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Leuthold Group's BERY Position: Q4 2021 in Review

Leuthold Group sold out of Berry Global Group, Inc. (BERY) in Q4 2021, closing a stake of 44,925 shares — an estimated $2.51M sold.

Leuthold Group first reported a position in BERY in Q2 2017 and held it in 5 quarters. The position peaked at $6.02M in Q2 2017. 388 funds tracked by Wall St. Rank hold BERY as of Q4 2021.

  • Leuthold Group reported no remaining Berry Global Group, Inc. position as of Q4 2021 after selling out during the quarter.
  • Leuthold Group sold 44,925 Berry Global Group, Inc. shares in Q4 2021, an estimated $2.51M.
  • Leuthold Group first reported a position in Berry Global Group, Inc. in Q2 2017 and held it in 5 quarters.
  • Leuthold Group's Berry Global Group, Inc. position peaked at $6.02M in Q2 2017.
  • 388 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.