Poplar Forest Capital’s Sensata Technologies ST Stock Holding History

Poplar Forest Capital’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	$10.7M	Sell	442,173 -10,237	-2%	-$284K	1.91%	26
2024 Q4	$12.4M	Sell	452,410 -123,361	-21%	-$4.01M	2.28%	23
2024 Q3	$20.6M	Buy	575,771 +25,889	+5%	+$964K	2.81%	18
2024 Q2	$20.6M	Buy	549,882 +210,442	+62%	+$8.11M	2.87%	20
2024 Q1	$12.5M	Sell	339,440 -11,220	-3%	-$393K	1.68%	26
2023 Q4	$13.2M	Sell	350,660 -131,503	-27%	-$4.54M	1.91%	25
2023 Q3	$18.2M	Buy	+482,163	New	+$19.4M	2.12%	24
2023 Q2	–	Sell	-7,653	Closed	-$383K	–	64
2023 Q1	$383K	Buy	7,653 +1,973	+35%	+$95.4K	0.05%	55
2022 Q4	$229K	Buy	+5,680	New	+$237K	0.03%	57

Other funds holding ST

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACH

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

Poplar Forest Capital's ST Position: Q1 2025 in Review

Poplar Forest Capital reduced its Sensata Technologies (ST) stake by 2.3% in Q1 2025, selling an estimated $284K and leaving 442,173 shares worth $10.7M. The position accounts for 1.91% of the portfolio, ranked #26.

Poplar Forest Capital first reported a position in ST in Q4 2022 and has held it in 9 quarters since. The position peaked at $20.6M in Q3 2024. 363 funds tracked by Wall St. Rank hold ST as of Q1 2025.

Poplar Forest Capital held 442,173 shares of Sensata Technologies worth $10.7M as of Q1 2025.
Poplar Forest Capital sold 10,237 Sensata Technologies shares in Q1 2025, an estimated $284K.
Sensata Technologies made up 1.91% of Poplar Forest Capital's portfolio in Q1 2025, its #26 holding.
Poplar Forest Capital first reported a position in Sensata Technologies in Q4 2022 and has held it in 9 quarters since.
Poplar Forest Capital's Sensata Technologies position peaked at $20.6M in Q3 2024.
363 funds tracked by Wall St. Rank held Sensata Technologies as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.