NFG
BERY

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

Next Financial 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 		$79K Buy
1,168
+25
+2% +$1.55K 0.01% 1288
2021
Q3 		$64K Hold
1,143
– – 0.01% 1308
2021
Q2 		$68K Hold
1,143
– – 0.01% 1271
2021
Q1 		$64K Hold
1,143
– – 0.01% 1195
2020
Q4 		$59K Hold
1,143
– – 0.01% 1154
2020
Q3 		$51K Buy
+1,143
New +$52.4K 0.01% 1106

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 $3.46B AUM 7.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Next Financial Group's BERY Position: Q4 2021 in Review

Next Financial Group increased its Berry Global Group, Inc. (BERY) stake by 2.2% in Q4 2021, buying an estimated $1.55K and bringing the position to 1,168 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1288.

Next Financial Group first reported a position in BERY in Q3 2020 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold BERY as of Q4 2021.

  • Next Financial Group held 1,168 shares of Berry Global Group, Inc. worth $79K as of Q4 2021.
  • Next Financial Group bought 25 Berry Global Group, Inc. shares in Q4 2021, an estimated $1.55K.
  • Berry Global Group, Inc. made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1288 holding.
  • Next Financial Group first reported a position in Berry Global Group, Inc. in Q3 2020 and has held it in 6 quarters since.
  • 388 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.