OFW
BERY

Omnia Family Wealth’s Berry Global Group, Inc. BERY Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-33
Closed -$2K – 546
2019
Q1 		$2K Hold
33
– – ﹤0.01% 507
2018
Q4 		$1K Hold
33
– – ﹤0.01% 547
2018
Q3 		$1K Hold
33
– – ﹤0.01% 565
2018
Q2 		$1K Hold
33
– – ﹤0.01% 550
2018
Q1 		$2K Hold
33
– – ﹤0.01% 498
2017
Q4 		$2K Hold
33
– – ﹤0.01% 516
2017
Q3 		$2K Hold
33
– – ﹤0.01% 520
2017
Q2 		$2K Hold
33
– – ﹤0.01% 626
2017
Q1 		$1K Hold
33
– – ﹤0.01% 701
2016
Q4 		$1K Buy
+33
New +$1.41K ﹤0.01% 721

Other funds holding BERY

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Omnia Family Wealth's BERY Position: Q2 2019 in Review

Omnia Family Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2019, closing a stake of 33 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in BERY in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q1 2019. 329 funds tracked by Wall St. Rank hold BERY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 33 Berry Global Group, Inc. shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Berry Global Group, Inc. in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Berry Global Group, Inc. position peaked at $2K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.