RIL
BERY

Rothschild Investment LLC’s Berry Global Group, Inc. BERY Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-115
Closed -$8.03K – 3214
2025
Q1 		$8.03K Sell
115
-25
-18% -$1.74K ﹤0.01% 1238
2024
Q4 		$9.05K Sell
140
-12
-8% -$792 ﹤0.01% 1175
2024
Q3 		$9.52K Hold
152
– – ﹤0.01% 1147
2024
Q2 		$8.24K Buy
+152
New +$8.25K ﹤0.01% 1133

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rothschild Investment LLC's BERY Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 115 shares — an estimated $8.03K sold.

Rothschild Investment LLC first reported a position in BERY in Q2 2024 and held it in 4 quarters. The position peaked at $9.52K in Q3 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 115 Berry Global Group, Inc. shares in Q2 2025, an estimated $8.03K.
  • Rothschild Investment LLC first reported a position in Berry Global Group, Inc. in Q2 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Berry Global Group, Inc. position peaked at $9.52K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.