Congress Wealth Management’s Sensata Technologies ST Stock Holding History

Congress Wealth Management’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,029	Closed	-$226K	–	623
2023 Q2	$226K	Sell	5,029 -5,200	-51%	-$228K	0.01%	521
2023 Q1	$512K	Sell	10,229 -4,661	-31%	-$225K	0.01%	415
2022 Q4	$601K	Sell	14,890 -12,358	-45%	-$515K	0.02%	389
2022 Q3	$1.02M	Sell	27,248 -39,645	-59%	-$1.66M	0.03%	334
2022 Q2	$2.76M	Sell	66,893 -38,820	-37%	-$1.79M	0.07%	249
2022 Q1	$5.38M	Buy	105,713 +132	+0.1%	+$7.52K	0.12%	197
2021 Q4	$6.51M	Buy	+105,581	New	+$6.15M	0.13%	192

Other funds holding ST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Congress Wealth Management's ST Position: Q3 2023 in Review

Congress Wealth Management sold out of Sensata Technologies (ST) in Q3 2023, closing a stake of 5,029 shares — an estimated $226K sold.

Congress Wealth Management first reported a position in ST in Q4 2021 and held it in 7 quarters. The position peaked at $6.51M in Q4 2021. 356 funds tracked by Wall St. Rank hold ST as of Q3 2023.

Congress Wealth Management reported no remaining Sensata Technologies position as of Q3 2023 after selling out during the quarter.
Congress Wealth Management sold 5,029 Sensata Technologies shares in Q3 2023, an estimated $226K.
Congress Wealth Management first reported a position in Sensata Technologies in Q4 2021 and held it in 7 quarters.
Congress Wealth Management's Sensata Technologies position peaked at $6.51M in Q4 2021.
356 funds tracked by Wall St. Rank held Sensata Technologies as of Q3 2023.

Based on Congress Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.