ZIM
BERY

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

Zacks 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 		– Sell
-31,432
Closed -$1.58M – 669
2022
Q2 		$1.58M Sell
31,432
-1,567
-5% -$81.3K 0.02% 290
2022
Q1 		$1.76M Buy
32,999
+6,067
+23% +$355K 0.02% 297
2021
Q4 		$1.82M Buy
+26,932
New +$1.67M 0.03% 308
2020
Q4 		– Sell
-29,538
Closed -$1.31M – 589
2020
Q3 		$1.31M Buy
29,538
+5,595
+23% +$256K 0.03% 280
2020
Q2 		$974K Sell
23,943
-139
-0.6% -$5.22K 0.02% 300
2020
Q1 		$745K Sell
24,082
-36
-0.1% -$1.32K 0.02% 341
2019
Q4 		$1.05M Buy
+24,118
New +$956K 0.02% 379
2019
Q2 		– Sell
-53,517
Closed -$2.65M – 624
2019
Q1 		$2.65M Buy
+53,517
New +$2.54M 0.06% 211
2018
Q3 		– Sell
-65,514
Closed -$2.76M – 623
2018
Q2 		$2.76M Buy
+65,514
New +$3.04M 0.06% 216
2016
Q1 		– Sell
-114,166
Closed -$3.79M – 697
2015
Q4 		$3.79M Buy
114,166
+73,038
+178% +$2.32M 0.12% 149
2015
Q3 		$1.14M Sell
41,128
-7,751
-16% -$223K 0.04% 270
2015
Q2 		$1.45M Buy
48,879
+10,790
+28% +$339K 0.05% 223
2015
Q1 		$1.27M Buy
+38,089
New +$1.2M 0.04% 242
2014
Q3 		– Sell
-43,410
Closed -$1.03M – 760
2014
Q2 		$1.03M Sell
43,410
-5,806
-12% -$127K 0.04% 254
2014
Q1 		$1.05M Buy
+49,216
New +$1.05M 0.04% 241

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Zacks Investment Management sold out of Berry Global Group, Inc. (BERY) in Q3 2022, closing a stake of 31,432 shares — an estimated $1.58M sold.

Zacks Investment Management first reported a position in BERY in Q1 2014 and held it in 15 quarters. The position peaked at $3.79M in Q4 2015. 339 funds tracked by Wall St. Rank hold BERY as of Q3 2022.

  • Zacks Investment Management reported no remaining Berry Global Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 31,432 Berry Global Group, Inc. shares in Q3 2022, an estimated $1.58M.
  • Zacks Investment Management first reported a position in Berry Global Group, Inc. in Q1 2014 and held it in 15 quarters.
  • Zacks Investment Management's Berry Global Group, Inc. position peaked at $3.79M in Q4 2015.
  • 339 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q3 2022.

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