Sowell Financial Services’s Berry Global Group, Inc. BERY Stock Holding History

Sowell Financial 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
2023 Q2	–	Sell	-4,583	Closed	-$248K	–	852
2023 Q1	$248K	Buy	+4,583	New	+$254K	0.02%	628
2021 Q2	–	Sell	-8,041	Closed	-$499K	–	2851
2021 Q1	$499K	Buy	8,041 +2,227	+38%	+$116K	0.02%	641
2020 Q4	$300K	Buy	5,814 +1,694	+41%	+$80.8K	0.01%	697
2020 Q3	$183K	Sell	4,120 -1,044	-20%	-$47.8K	0.01%	762
2020 Q2	$210K	Buy	5,164 +5,043	+4,168%	+$189K	0.01%	705
2020 Q1	$4K	Buy	121 +20	+20%	+$733	﹤0.01%	1936
2019 Q4	$4K	Sell	101 -28	-22%	-$1.11K	﹤0.01%	2019
2019 Q3	$5K	Buy	+129	New	+$5.27K	﹤0.01%	1791
2017 Q1	–	Sell	-545	Closed	-$25K	–	585
2016 Q4	$25K	Buy	+545	New	+$23.3K	0.01%	404

Other funds holding BERY

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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