LC
BERY

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

Lindbrook Capital’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
2025
Q1 		$8.94K Buy
128
+7
+6% +$486 ﹤0.01% 1702
2024
Q4 		$7.83K Sell
121
-5
-4% -$330 ﹤0.01% 1785
2024
Q3 		$7.89K Buy
126
+82
+186% +$4.87K ﹤0.01% 1805
2024
Q2 		$2.35K Buy
44
+20
+83% +$1.09K ﹤0.01% 2294
2024
Q1 		$1.33K Sell
24
-1
-4% -$57 ﹤0.01% 2361
2023
Q4 		$1.55K Buy
25
+5
+25% +$282 ﹤0.01% 2351
2023
Q3 		$1.11K Buy
20
+11
+122% +$647 ﹤0.01% 2329
2023
Q2 		$515 Sell
9
-29
-76% -$1.58K ﹤0.01% 2506
2023
Q1 		$2.06K Sell
38
-1
-3% -$55 ﹤0.01% 2231
2022
Q4 		$2.17K Sell
39
-112
-74% -$5.49K ﹤0.01% 2196
2022
Q3 		$6K Buy
151
+123
+439% +$6.18K ﹤0.01% 1615
2022
Q2 		$1K Buy
+28
New +$1.45K ﹤0.01% 2417
2022
Q1 		– Sell
-76
Closed -$5K – 2638
2021
Q4 		$5K Buy
+76
New +$4.71K ﹤0.01% 1537

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's BERY Position: Q1 2025 in Review

Lindbrook Capital increased its Berry Global Group, Inc. (BERY) stake by 5.8% in Q1 2025, buying an estimated $486 and bringing the position to 128 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Lindbrook Capital first reported a position in BERY in Q4 2021 and has held it in 13 quarters since. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Lindbrook Capital held 128 shares of Berry Global Group, Inc. worth $8.94K as of Q1 2025.
  • Lindbrook Capital bought 7 Berry Global Group, Inc. shares in Q1 2025, an estimated $486.
  • Berry Global Group, Inc. made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1702 holding.
  • Lindbrook Capital first reported a position in Berry Global Group, Inc. in Q4 2021 and has held it in 13 quarters since.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.