SIM
Sentry Investment Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Hold |
228
| – | – | 0.05% | 297 |
|
|
2025
Q1 | $87K | Sell |
228
-68
| -23% | -$25.9K | 0.06% | 277 |
|
|
2024
Q4 | $143K | Sell |
296
-48
| -14% | -$23.2K | 0.07% | 242 |
|
|
2024
Q3 | $174K | Hold |
344
| – | – | 0.07% | 240 |
|
|
2024
Q2 | $154K | Sell |
344
-70
| -17% | -$31.3K | 0.07% | 251 |
|
|
2024
Q1 | $197K | Hold |
414
| – | – | 0.08% | 247 |
|
|
2023
Q4 | $187K | Sell |
414
-44
| -10% | -$19.9K | 0.08% | 243 |
|
|
2023
Q3 | $157K | Sell |
458
-62
| -12% | -$21.3K | 0.08% | 261 |
|
|
2023
Q2 | $182K | Hold |
520
| – | – | 0.07% | 280 |
|
|
2023
Q1 | $169K | Sell |
520
-6
| -1% | -$1.95K | 0.07% | 280 |
|
|
2022
Q4 | $177K | Buy |
526
+30
| +6% | +$10.1K | 0.08% | 276 |
|
|
2022
Q3 | $137K | Sell |
496
-92
| -16% | -$25.4K | 0.07% | 297 |
|
|
2022
Q2 | $142K | Sell |
588
-114
| -16% | -$27.5K | 0.06% | 291 |
|
|
2022
Q1 | $209K | Sell |
702
-118
| -14% | -$35.1K | 0.07% | 288 |
|
|
2021
Q4 | $274K | Hold |
820
| – | – | 0.07% | 274 |
|
|
2021
Q3 | $249K | Sell |
820
-120
| -13% | -$36.4K | 0.07% | 276 |
|
|
2021
Q2 | $228K | Hold |
940
| – | – | 0.06% | 306 |
|
|
2021
Q1 | $172K | Sell |
940
-4,483
| -83% | -$820K | 0.05% | 357 |
|
|
2020
Q4 | $869K | Hold |
5,423
| – | – | 0.04% | 340 |
|
|
2020
Q3 | $678K | Hold |
5,423
| – | – | 0.04% | 337 |
|
|
2020
Q2 | $658K | Buy |
5,423
+17
| +0.3% | +$2.06K | 0.04% | 367 |
|
|
2020
Q1 | $538K | Hold |
5,406
| – | – | 0.04% | 304 |
|
|
2019
Q4 | $833K | Hold |
5,406
| – | – | 0.05% | 321 |
|
|
2019
Q3 | $773K | Hold |
5,406
| – | – | 0.05% | 317 |
|
|
2019
Q2 | $870K | Hold |
5,406
| – | – | 0.06% | 316 |
|
|
2019
Q1 | $820K | Sell |
5,406
-479
| -8% | -$72.7K | 0.06% | 309 |
|
|
2018
Q4 | $752K | Sell |
5,885
-153
| -3% | -$19.6K | 0.05% | 319 |
|
|
2018
Q3 | $957K | Hold |
6,038
| – | – | 0.06% | 302 |
|
|
2018
Q2 | $802K | Sell |
6,038
-668
| -10% | -$88.7K | 0.05% | 343 |
|
|
2018
Q1 | $789K | Buy |
6,706
+1,186
| +21% | +$140K | 0.05% | 356 |
|
|
2017
Q4 | $680K | Hold |
5,520
| – | – | 0.04% | 395 |
|
|
2017
Q3 | $687K | Hold |
5,520
| – | – | 0.03% | 405 |
|
|
2017
Q2 | $682K | Hold |
5,520
| – | – | 0.03% | 401 |
|
|
2017
Q1 | $596K | Buy |
+5,520
| New | +$596K | 0.02% | 422 |
|