UOC
BERY

UBS O'Connor’s Berry Global Group, Inc. BERY Stock Holding History

UBS O'Connor’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
-1,955,816
Closed -$137M – 475
2025
Q1 		$137M Buy
1,955,816
+1,091,378
+126% +$75.8M 3.23% 10
2024
Q4 		$55.9M Buy
+864,438
New +$57M 1.39% 15
2018
Q2 		– Sell
-131,611
Closed -$6.62M – 380
2018
Q1 		$6.62M Sell
131,611
-1,406
-1% -$73.2K 0.13% 85
2017
Q4 		$7.17M Sell
133,017
-50,449
-27% -$2.74M 0.13% 124
2017
Q3 		$9.54M Buy
183,466
+151,616
+476% +$7.92M 0.14% 121
2017
Q2 		$1.67M Sell
31,850
-86,287
-73% -$4.32M 0.03% 274
2017
Q1 		$5.27M Buy
118,137
+30,412
+35% +$1.4M 0.09% 205
2016
Q4 		$3.92M Buy
+87,725
New +$3.75M 0.08% 249
2015
Q3 		– Sell
-53,246
Closed -$1.58M – 786
2015
Q2 		$1.58M Buy
53,246
+19,485
+58% +$612K 0.01% 476
2015
Q1 		$1.12M Buy
+33,761
New +$1.06M 0.01% 496
2014
Q4 		– Sell
-274,329
Closed -$6.36M – 731
2014
Q3 		$6.36M Buy
+274,329
New +$6.26M 0.11% 193

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

UBS O'Connor's BERY Position: Q2 2025 in Review

UBS O'Connor sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1,955,816 shares — an estimated $137M sold.

UBS O'Connor first reported a position in BERY in Q3 2014 and held it in 11 quarters. The position peaked at $137M in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • UBS O'Connor reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • UBS O'Connor sold 1,955,816 Berry Global Group, Inc. shares in Q2 2025, an estimated $137M.
  • UBS O'Connor first reported a position in Berry Global Group, Inc. in Q3 2014 and held it in 11 quarters.
  • UBS O'Connor's Berry Global Group, Inc. position peaked at $137M in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.