Wilen Investment Management’s Berry Global Group, Inc. BERY Stock Holding History

Wilen Investment 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
2022 Q3	$1.01M	Buy	23,869 +327	+1%	+$16.4K	1.03%	23
2022 Q2	$1.17M	Buy	23,542 +544	+2%	+$28.2K	1.01%	23
2022 Q1	$1.21M	Hold	22,998	–	–	0.92%	24
2021 Q4	$1.54M	Sell	22,998 -163	-0.7%	-$10.1K	1.18%	25
2021 Q3	$1.29M	Hold	23,161	–	–	1.05%	25
2021 Q2	$1.38M	Buy	23,161 +2,296	+11%	+$138K	1.18%	23
2021 Q1	$1.17M	Buy	20,865 +16,291	+356%	+$846K	1.04%	25
2020 Q4	$233K	Buy	+4,574	New	+$218K	0.23%	48

Other funds holding BERY

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wilen Investment Management's BERY Position: Q3 2022 in Review

Wilen Investment Management increased its Berry Global Group, Inc. (BERY) stake by 1.4% in Q3 2022, buying an estimated $16.4K and bringing the position to 23,869 shares worth $1.01M. The position accounts for 1.03% of the portfolio, ranked #23.

Wilen Investment Management first reported a position in BERY in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2021. 339 funds tracked by Wall St. Rank hold BERY as of Q3 2022.

Wilen Investment Management held 23,869 shares of Berry Global Group, Inc. worth $1.01M as of Q3 2022.
Wilen Investment Management bought 327 Berry Global Group, Inc. shares in Q3 2022, an estimated $16.4K.
Berry Global Group, Inc. made up 1.03% of Wilen Investment Management's portfolio in Q3 2022, its #23 holding.
Wilen Investment Management first reported a position in Berry Global Group, Inc. in Q4 2020 and has held it in 8 quarters since.
Wilen Investment Management's Berry Global Group, Inc. position peaked at $1.54M in Q4 2021.
339 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.