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Kodai Capital Management’s Sensata Technologies ST Stock Holding History

Kodai Capital 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
2025
Q1 		– Sell
-1,871,633
Closed -$51.3M – 179
2024
Q4 		$51.3M Sell
1,871,633
-1,574,377
-46% -$51.1M 2.1% 13
2024
Q3 		$124M Sell
3,446,010
-729,051
-17% -$27.1M 2.56% 5
2024
Q2 		$156M Buy
4,175,061
+1,623,116
+64% +$62.5M 2.97% 7
2024
Q1 		$93.8M Sell
2,551,945
-992,260
-28% -$34.7M 2.19% 14
2023
Q4 		$133M Buy
+3,544,205
New +$122M 2.71% 10

Other funds holding ST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Kodai Capital Management's ST Position: Q1 2025 in Review

Kodai Capital Management sold out of Sensata Technologies (ST) in Q1 2025, closing a stake of 1,871,633 shares — an estimated $51.3M sold.

Kodai Capital Management first reported a position in ST in Q4 2023 and held it in 5 quarters. The position peaked at $156M in Q2 2024. 364 funds tracked by Wall St. Rank hold ST as of Q1 2025.

  • Kodai Capital Management reported no remaining Sensata Technologies position as of Q1 2025 after selling out during the quarter.
  • Kodai Capital Management sold 1,871,633 Sensata Technologies shares in Q1 2025, an estimated $51.3M.
  • Kodai Capital Management first reported a position in Sensata Technologies in Q4 2023 and held it in 5 quarters.
  • Kodai Capital Management's Sensata Technologies position peaked at $156M in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Sensata Technologies as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.