Sound Income Strategies’s Berry Global Group, Inc. BERY Stock Holding History

Sound Income Strategies’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	-78,692	Closed	-$5.49M	–	1725
2025 Q1	$5.49M	Buy	78,692 +5,778	+8%	+$401K	0.32%	81
2024 Q4	$4.72M	Buy	72,914 +2,900	+4%	+$191K	0.29%	88
2024 Q3	$4.37M	Buy	70,014 +5,634	+9%	+$335K	0.28%	85
2024 Q2	$3.48M	Buy	64,380 +4,831	+8%	+$262K	0.22%	90
2024 Q1	$3.31M	Buy	59,549 +18,204	+44%	+$1.04M	0.25%	86
2023 Q4	$2.56M	Buy	41,345 +3,973	+11%	+$224K	0.21%	87
2023 Q3	$2.12M	Buy	37,372 +2,142	+6%	+$126K	0.18%	82
2023 Q2	$2.08M	Buy	35,230 +3,093	+10%	+$169K	0.21%	78
2023 Q1	$1.74M	Buy	+32,137	New	+$1.78M	0.19%	81

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Sound Income Strategies's BERY Position: Q2 2025 in Review

Sound Income Strategies sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 78,692 shares — an estimated $5.49M sold.

Sound Income Strategies first reported a position in BERY in Q1 2023 and held it in 9 quarters. The position peaked at $5.49M in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Sound Income Strategies reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 78,692 Berry Global Group, Inc. shares in Q2 2025, an estimated $5.49M.
Sound Income Strategies first reported a position in Berry Global Group, Inc. in Q1 2023 and held it in 9 quarters.
Sound Income Strategies's Berry Global Group, Inc. position peaked at $5.49M in Q1 2025.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.