Northwest & Ethical Investments’s Berry Global Group, Inc. BERY Stock Holding History

Northwest & Ethical Investments’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
2018 Q1	–	Sell	-16,890	Closed	-$910K	–	372
2017 Q4	$910K	Sell	16,890 -305	-2%	-$16.6K	0.06%	290
2017 Q3	$895K	Sell	17,195 -7,308	-30%	-$382K	0.06%	292
2017 Q2	$1.28M	Sell	24,503 -23,550	-49%	-$1.18M	0.09%	254
2017 Q1	$2.14M	Buy	48,053 +12,752	+36%	+$587K	0.15%	180
2016 Q4	$1.58M	Buy	35,301 +20,948	+146%	+$896K	0.11%	218
2016 Q3	$578K	Buy	+14,353	New	+$563K	0.04%	279

Other funds holding BERY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest & Ethical Investments's BERY Position: Q1 2018 in Review

Northwest & Ethical Investments sold out of Berry Global Group, Inc. (BERY) in Q1 2018, closing a stake of 16,890 shares — an estimated $910K sold.

Northwest & Ethical Investments first reported a position in BERY in Q3 2016 and held it in 6 quarters. The position peaked at $2.14M in Q1 2017. 352 funds tracked by Wall St. Rank hold BERY as of Q1 2018.

Northwest & Ethical Investments reported no remaining Berry Global Group, Inc. position as of Q1 2018 after selling out during the quarter.
Northwest & Ethical Investments sold 16,890 Berry Global Group, Inc. shares in Q1 2018, an estimated $910K.
Northwest & Ethical Investments first reported a position in Berry Global Group, Inc. in Q3 2016 and held it in 6 quarters.
Northwest & Ethical Investments's Berry Global Group, Inc. position peaked at $2.14M in Q1 2017.
352 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2018.

Based on Northwest & Ethical Investments's 13F filing for Q1 2018, filed 8 Jul 2025.