JA
ST icon

John Armitage’s Sensata Technologies ST Stock Holding History

John Armitage’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
2015
Q3 		– Sell
-920,316
Closed -$48.5M – 36
2015
Q2 		$48.5M Sell
920,316
-1,927,669
-68% -$108M 0.61% 29
2015
Q1 		$164M Buy
2,847,985
+1,869,921
+191% +$99.5M 2.24% 18
2014
Q4 		$51.3M Buy
+978,064
New +$47.5M 0.69% 30

Other funds holding ST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

John Armitage's ST Position: Q3 2015 in Review

John Armitage sold out of Sensata Technologies (ST) in Q3 2015, closing a stake of 920,316 shares — an estimated $48.5M sold.

John Armitage first reported a position in ST in Q4 2014 and held it in 3 quarters. The position peaked at $164M in Q1 2015. 238 funds tracked by Wall St. Rank hold ST as of Q3 2015.

  • John Armitage reported no remaining Sensata Technologies position as of Q3 2015 after selling out during the quarter.
  • John Armitage sold 920,316 Sensata Technologies shares in Q3 2015, an estimated $48.5M.
  • John Armitage first reported a position in Sensata Technologies in Q4 2014 and held it in 3 quarters.
  • John Armitage's Sensata Technologies position peaked at $164M in Q1 2015.
  • 238 funds tracked by Wall St. Rank held Sensata Technologies as of Q3 2015.

Based on Egerton Capital (UK)'s 13F filing for Q3 2015, filed 10 Nov 2015.