SIS
BERY

Sandell Investment Services’s Berry Global Group, Inc. BERY Stock Holding History

Sandell Investment Services’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
2014
Q2 		– Sell
-242,863
Closed -$5.16M – 22
2014
Q1 		$5.16M Sell
242,863
-57,184
-19% -$1.22M 4.09% 13
2013
Q4 		$6.55M Hold
300,047
– – 6.24% 5
2013
Q3 		$5.5M Buy
300,047
+96,703
+48% +$2.01M 4.81% 10
2013
Q2 		$4.12M Buy
+203,344
New +$3.82M 4.78% 6

Other funds holding BERY

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandell Investment Services's BERY Position: Q2 2014 in Review

Sandell Investment Services sold out of Berry Global Group, Inc. (BERY) in Q2 2014, closing a stake of 242,863 shares — an estimated $5.16M sold.

Sandell Investment Services first reported a position in BERY in Q2 2013 and held it in 4 quarters. The position peaked at $6.55M in Q4 2013. 183 funds tracked by Wall St. Rank hold BERY as of Q2 2014.

  • Sandell Investment Services reported no remaining Berry Global Group, Inc. position as of Q2 2014 after selling out during the quarter.
  • Sandell Investment Services sold 242,863 Berry Global Group, Inc. shares in Q2 2014, an estimated $5.16M.
  • Sandell Investment Services first reported a position in Berry Global Group, Inc. in Q2 2013 and held it in 4 quarters.
  • Sandell Investment Services's Berry Global Group, Inc. position peaked at $6.55M in Q4 2013.
  • 183 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2014.

Based on Sandell Investment Services's 13F filing for Q2 2014, filed 13 Aug 2014.