Sentry Investment Management’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-215	Closed	-$33K	–	527
2025 Q3	$33K	Sell	215 -1,566	-88%	-$292K	0.02%	459
2025 Q2	$362K	Hold	1,781	–	–	0.2%	110
2025 Q1	$294K	Sell	1,781 -533	-23%	-$92K	0.2%	111
2024 Q4	$377K	Sell	2,314 -377	-14%	-$63.5K	0.18%	121
2024 Q3	$466K	Hold	2,691	–	–	0.2%	118
2024 Q2	$461K	Sell	2,691 -551	-17%	-$91.3K	0.2%	111
2024 Q1	$513K	Hold	3,242	–	–	0.2%	124
2023 Q4	$481K	Buy	+3,242	New	+$438K	0.21%	124
2023 Q3	–	Sell	-4,066	Closed	-$557K	–	519
2023 Q2	$557K	Buy	4,066 +142	+4%	+$19.1K	0.21%	118
2023 Q1	$538K	Buy	3,924 +2,205	+128%	+$281K	0.22%	117
2022 Q4	$207K	Buy	1,719 +1,313	+323%	+$151K	0.09%	237
2022 Q3	$44K	Buy	+406	New	+$47.1K	0.02%	488

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Sentry Investment Management's TRI Position: Q4 2025 in Review

Sentry Investment Management sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 215 shares — an estimated $33K sold.

Sentry Investment Management first reported a position in TRI in Q3 2022 and held it in 12 quarters. The position peaked at $557K in Q2 2023. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Sentry Investment Management reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Sentry Investment Management sold 215 Thomson Reuters shares in Q4 2025, an estimated $33K.
Sentry Investment Management first reported a position in Thomson Reuters in Q3 2022 and held it in 12 quarters.
Sentry Investment Management's Thomson Reuters position peaked at $557K in Q2 2023.
499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Sentry Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.