Sentry Investment Management’s Pool Corp POOL Stock Holding History

Sentry Investment Management’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-82	Closed	-$19K	–	377
2025 Q4	$19K	Hold	82	–	–	0.01%	507
2025 Q3	$25K	Sell	82 -17	-17%	-$5.33K	0.02%	504
2025 Q2	$30K	Hold	99	–	–	0.02%	464
2025 Q1	$30K	Buy	+99	New	+$33.6K	0.02%	438
2024 Q4	–	Sell	-164	Closed	-$62K	–	486
2024 Q3	$62K	Hold	164	–	–	0.03%	417
2024 Q2	$50K	Sell	164 -33	-17%	-$11.9K	0.02%	416
2024 Q1	$79K	Hold	197	–	–	0.03%	388
2023 Q4	$79K	Sell	197 -21	-10%	-$7.36K	0.03%	389
2023 Q3	$78K	Sell	218 -33	-13%	-$12K	0.04%	400
2023 Q2	$94K	Hold	251	–	–	0.04%	402
2023 Q1	$86K	Hold	251	–	–	0.04%	393
2022 Q4	$76K	Hold	251	–	–	0.03%	410
2022 Q3	$80K	Hold	251	–	–	0.04%	395
2022 Q2	$88K	Sell	251 -49	-16%	-$19.4K	0.04%	397
2022 Q1	$127K	Sell	300 -50	-14%	-$23.3K	0.04%	384
2021 Q4	$198K	Hold	350	–	–	0.05%	323
2021 Q3	$152K	Sell	350 -51	-13%	-$24.2K	0.04%	375
2021 Q2	$184K	Hold	401	–	–	0.05%	350
2021 Q1	$138K	Sell	401 -1,955	-83%	-$681K	0.04%	389
2020 Q4	$878K	Buy	+2,356	New	+$822K	0.04%	337

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return