Marlowe Partners’s Sensata Technologies ST Stock Holding History

Marlowe Partners’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
2019 Q4	–	Sell	-123,799	Closed	-$6.2M	–	19
2019 Q3	$6.2M	Buy	123,799 +13,615	+12%	+$644K	3.38%	11
2019 Q2	$5.4M	Buy	+110,184	New	+$5.25M	3.12%	11
2017 Q3	–	Sell	-169,023	Closed	-$7.22M	–	12
2017 Q2	$7.22M	Buy	169,023 +73,634	+77%	+$3.03M	4.49%	9
2017 Q1	$4.17M	Sell	95,389 -152,761	-62%	-$6.4M	1.76%	8
2016 Q4	$9.66M	Buy	248,150 +72,000	+41%	+$2.74M	3.81%	6
2016 Q3	$6.83M	Sell	176,150 -54,750	-24%	-$2.07M	4.99%	4
2016 Q2	$8.06M	Buy	230,900 +202,700	+719%	+$7.41M	6.5%	4
2016 Q1	$1.09M	Buy	+28,200	New	+$1.02M	0.5%	7

Other funds holding ST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ACH

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

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

Marlowe Partners's ST Position: Q4 2019 in Review

Marlowe Partners sold out of Sensata Technologies (ST) in Q4 2019, closing a stake of 123,799 shares — an estimated $6.2M sold.

Marlowe Partners first reported a position in ST in Q1 2016 and held it in 8 quarters. The position peaked at $9.66M in Q4 2016. 303 funds tracked by Wall St. Rank hold ST as of Q4 2019.

Marlowe Partners reported no remaining Sensata Technologies position as of Q4 2019 after selling out during the quarter.
Marlowe Partners sold 123,799 Sensata Technologies shares in Q4 2019, an estimated $6.2M.
Marlowe Partners first reported a position in Sensata Technologies in Q1 2016 and held it in 8 quarters.
Marlowe Partners's Sensata Technologies position peaked at $9.66M in Q4 2016.
303 funds tracked by Wall St. Rank held Sensata Technologies as of Q4 2019.

Based on Marlowe Partners's 13F filing for Q4 2019, filed 13 Feb 2020.