VNA
BERY

Valley National Advisers’s Berry Global Group, Inc. BERY Stock Holding History

Valley National Advisers’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
2024
Q3 		– Sell
-27
Closed -$1K – 1171
2024
Q2 		$1K Hold
27
– – ﹤0.01% 1159
2024
Q1 		$1K Hold
27
– – ﹤0.01% 1204
2023
Q4 		$1K Buy
+27
New +$1.52K ﹤0.01% 1178

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Valley National Advisers's BERY Position: Q3 2024 in Review

Valley National Advisers sold out of Berry Global Group, Inc. (BERY) in Q3 2024, closing a stake of 27 shares — an estimated $1K sold.

Valley National Advisers first reported a position in BERY in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 397 funds tracked by Wall St. Rank hold BERY as of Q3 2024.

  • Valley National Advisers reported no remaining Berry Global Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 27 Berry Global Group, Inc. shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Berry Global Group, Inc. in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Berry Global Group, Inc. position peaked at $1K in Q2 2024.
  • 397 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.