STA
BERY

Summit Trail Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Summit Trail Advisors’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
-4,944
Closed -$345K – 1151
2025
Q1 		$345K Buy
4,944
+1,521
+44% +$106K 0.01% 296
2024
Q4 		$221K Buy
+3,423
New +$226K 0.01% 340
2018
Q1 		– Sell
-42
Closed -$2K – 1725
2017
Q4 		$2K Buy
+42
New +$2.29K ﹤0.01% 1692

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
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

Summit Trail Advisors's BERY Position: Q2 2025 in Review

Summit Trail Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 4,944 shares — an estimated $345K sold.

Summit Trail Advisors first reported a position in BERY in Q4 2017 and held it in 3 quarters. The position peaked at $345K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Summit Trail Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 4,944 Berry Global Group, Inc. shares in Q2 2025, an estimated $345K.
  • Summit Trail Advisors first reported a position in Berry Global Group, Inc. in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Berry Global Group, Inc. position peaked at $345K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Summit Trail Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.