SMFS
BERY

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

Squar Milner 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
2020
Q2 		– Sell
-79
Closed -$2K – 754
2020
Q1 		$2K Hold
79
– – ﹤0.01% 694
2019
Q4 		$3K Buy
+79
New +$3.13K ﹤0.01% 719
2019
Q3 		– Sell
-79
Closed -$4K – 749
2019
Q2 		$4K Sell
79
-66
-46% -$3.18K ﹤0.01% 645
2019
Q1 		$7K Buy
145
+18
+14% +$854 0.01% 611
2018
Q4 		$6K Buy
127
+19
+18% +$811 0.01% 543
2018
Q3 		$5K Hold
108
– – ﹤0.01% 628
2018
Q2 		$5K Buy
+108
New +$5.01K ﹤0.01% 724

Other funds holding BERY

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Squar Milner Financial Services's BERY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Berry Global Group, Inc. (BERY) in Q2 2020, closing a stake of 79 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in BERY in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q1 2019. 289 funds tracked by Wall St. Rank hold BERY as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Berry Global Group, Inc. position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 79 Berry Global Group, Inc. shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Berry Global Group, Inc. in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Berry Global Group, Inc. position peaked at $7K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.