NICM
BERY

Neo Ivy Capital Management’s Berry Global Group, Inc. BERY Stock Holding History

Neo Ivy Capital Management’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 		– Sell
-4,797
Closed -$310K – 439
2024
Q4 		$310K Sell
4,797
-33,669
-88% -$2.22M 0.06% 210
2024
Q3 		$2.4M Buy
38,466
+23,656
+160% +$1.41M 0.78% 38
2024
Q2 		$800K Buy
+14,810
New +$804K 0.16% 164
2023
Q4 		$239K Buy
+3,863
New +$218K 0.53% 50
2023
Q3 		– Sell
-12,153
Closed -$718K – 478
2023
Q2 		$718K Buy
+12,153
New +$664K 0.38% 96
2022
Q3 		– Sell
-3,626
Closed -$181K – 591
2022
Q2 		$181K Buy
3,626
+3,408
+1,563% +$177K 0.48% 65
2022
Q1 		$12K Sell
218
-833
-79% -$48.7K 0.01% 437
2021
Q4 		$71K Buy
+1,051
New +$65.1K 0.1% 253
2020
Q4 		– Sell
-6,600
Closed -$292K – 612
2020
Q3 		$292K Buy
+6,600
New +$302K 0.3% 124
2020
Q2 		– Sell
-10,406
Closed -$322K – 633
2020
Q1 		$322K Buy
10,406
+6,183
+146% +$227K 0.52% 47
2019
Q4 		$184K Sell
4,223
-1,648
-28% -$65.3K 0.21% 166
2019
Q3 		$211K Buy
+5,871
New +$240K 0.14% 201
2019
Q2 		– Sell
-911
Closed -$45K – 429
2019
Q1 		$45K Buy
+911
New +$43.2K 0.03% 253

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Neo Ivy Capital Management's BERY Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 4,797 shares — an estimated $310K sold.

Neo Ivy Capital Management first reported a position in BERY in Q1 2019 and held it in 13 quarters. The position peaked at $2.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Neo Ivy Capital Management reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 4,797 Berry Global Group, Inc. shares in Q1 2025, an estimated $310K.
  • Neo Ivy Capital Management first reported a position in Berry Global Group, Inc. in Q1 2019 and held it in 13 quarters.
  • Neo Ivy Capital Management's Berry Global Group, Inc. position peaked at $2.4M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.