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Sentry Investment Management LLC Top Holdings and 13F Report (2023)

About Sentry Investment Management LLC

Investment Activity

  • Sentry Investment Management LLC has $167.96 thousand in total holdings as of March 31, 2023.
  • Sentry Investment Management LLC owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 0.27% of the portfolio was purchased this quarter.
  • This quarter, Sentry Investment Management LLC has purchased 1 new stock and bought additional shares in 1 stock.
  • Sentry Investment Management LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Largest Purchases this Quarter

Vanguard S&P 500 ETF
656 shares (about $450.55)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSentry Investment Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$167,962$451 â–²0.3%244,554100.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data