OPS
BERY

Orion Portfolio Solutions’s Berry Global Group, Inc. BERY Stock Holding History

Orion Portfolio Solutions’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 		$438K Sell
6,276
-235
-4% -$16.3K ﹤0.01% 1474
2024
Q4 		$421K Sell
6,511
-817
-11% -$53.9K ﹤0.01% 1412
2024
Q3 		$457K Sell
7,328
-29
-0.4% -$1.72K ﹤0.01% 1367
2024
Q2 		$398K Buy
7,357
+3
+0% +$163 ﹤0.01% 1354
2024
Q1 		$408K Sell
7,354
-296
-4% -$16.8K ﹤0.01% 1354
2023
Q4 		$469K Sell
7,650
-298
-4% -$16.8K 0.01% 1236
2023
Q3 		$452K Sell
7,948
-147
-2% -$8.64K 0.01% 1236
2023
Q2 		$478K Sell
8,095
-132
-2% -$7.21K 0.01% 1229
2023
Q1 		$445K Buy
+8,227
New +$455K 0.01% 1181
2020
Q1 		– Sell
-230
Closed -$10K – 2369
2019
Q4 		$10K Buy
+230
New +$9.11K ﹤0.01% 1019

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 $46.4B AUM 27.74% 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

Orion Portfolio Solutions's BERY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Berry Global Group, Inc. (BERY) stake by 3.6% in Q1 2025, selling an estimated $16.3K and leaving 6,276 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Orion Portfolio Solutions first reported a position in BERY in Q4 2019 and has held it in 10 quarters since. The position peaked at $478K in Q2 2023. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Orion Portfolio Solutions held 6,276 shares of Berry Global Group, Inc. worth $438K as of Q1 2025.
  • Orion Portfolio Solutions sold 235 Berry Global Group, Inc. shares in Q1 2025, an estimated $16.3K.
  • Berry Global Group, Inc. made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1474 holding.
  • Orion Portfolio Solutions first reported a position in Berry Global Group, Inc. in Q4 2019 and has held it in 10 quarters since.
  • Orion Portfolio Solutions's Berry Global Group, Inc. position peaked at $478K in Q2 2023.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.