Lodge Hill Capital’s Sensata Technologies ST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-290,000
Closed -$14.7M 32
2022
Q1
$14.7M Buy
290,000
+85,000
+41% +$4.32M 7.03% 2
2021
Q4
$12.6M Buy
205,000
+30,000
+17% +$1.85M 2.83% 15
2021
Q3
$9.58M Sell
175,000
-40,000
-19% -$2.19M 3.02% 17
2021
Q2
$12.5M Buy
+215,000
New +$12.5M 3.62% 16
2017
Q3
Hold
0
35
2017
Q2
Hold
0
37