SC
BERY

Savant Capital’s Berry Global Group, Inc. BERY Stock Holding History

Savant Capital’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 		– Sell
-27,083
Closed -$1.75M – 1470
2024
Q4 		$1.75M Sell
27,083
-2,007
-7% -$132K 0.01% 472
2024
Q3 		$1.82M Buy
29,090
+18,481
+174% +$1.1M 0.02% 464
2024
Q2 		$573K Buy
+10,609
New +$576K 0.01% 745

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

Savant Capital's BERY Position: Q1 2025 in Review

Savant Capital sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 27,083 shares — an estimated $1.75M sold.

Savant Capital first reported a position in BERY in Q2 2024 and held it in 3 quarters. The position peaked at $1.82M in Q3 2024. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Savant Capital reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 27,083 Berry Global Group, Inc. shares in Q1 2025, an estimated $1.75M.
  • Savant Capital first reported a position in Berry Global Group, Inc. in Q2 2024 and held it in 3 quarters.
  • Savant Capital's Berry Global Group, Inc. position peaked at $1.82M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.