WWM
BERY

Whalen Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-7,100
Closed -$459K – 184
2024
Q4 		$459K Sell
7,100
-632
-8% -$41.7K 0.32% 69
2024
Q3 		$483K Hold
7,732
– – 0.34% 70
2024
Q2 		$418K Hold
7,732
– – 0.33% 64
2024
Q1 		$429K Hold
7,732
– – 0.32% 58
2023
Q4 		$478K Buy
+7,732
New +$436K 0.43% 59

Other funds holding BERY

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCA
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whalen Wealth Management's BERY Position: Q1 2025 in Review

Whalen Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q1 2025, closing a stake of 7,100 shares — an estimated $459K sold.

Whalen Wealth Management first reported a position in BERY in Q4 2023 and held it in 5 quarters. The position peaked at $483K in Q3 2024. 440 funds tracked by Wall St. Rank hold BERY as of Q1 2025.

  • Whalen Wealth Management reported no remaining Berry Global Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 7,100 Berry Global Group, Inc. shares in Q1 2025, an estimated $459K.
  • Whalen Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2023 and held it in 5 quarters.
  • Whalen Wealth Management's Berry Global Group, Inc. position peaked at $483K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.