Tom Gayner’s Sensata Technologies ST Stock Holding History

Tom Gayner’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 Q3	–	Sell	-82,000	Closed	-$4.02M	–	137
2019 Q2	$4.02M	Hold	82,000	–	–	0.06%	117
2019 Q1	$3.69M	Hold	82,000	–	–	0.06%	117
2018 Q4	$3.68M	Hold	82,000	–	–	0.07%	113
2018 Q3	$4.06M	Sell	82,000 -86,000	-51%	-$4.5M	0.07%	112
2018 Q2	$7.99M	Hold	168,000	–	–	0.15%	96
2018 Q1	$8.71M	Hold	168,000	–	–	0.17%	89
2017 Q4	$8.59M	Hold	168,000	–	–	0.16%	91
2017 Q3	$8.08M	Buy	168,000 +20,000	+14%	+$903K	0.16%	93
2017 Q2	$6.32M	Buy	148,000 +44,000	+42%	+$1.81M	0.13%	94
2017 Q1	$4.54M	Buy	104,000 +58,000	+126%	+$2.43M	0.1%	98
2016 Q4	$1.79M	Buy	+46,000	New	+$1.75M	0.04%	115

Other funds holding ST

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Tom Gayner's ST Position: Q3 2019 in Review

Tom Gayner sold out of Sensata Technologies (ST) in Q3 2019, closing a stake of 82,000 shares — an estimated $4.02M sold.

Tom Gayner first reported a position in ST in Q4 2016 and held it in 11 quarters. The position peaked at $8.71M in Q1 2018. 289 funds tracked by Wall St. Rank hold ST as of Q3 2019.

Tom Gayner reported no remaining Sensata Technologies position as of Q3 2019 after selling out during the quarter.
Tom Gayner sold 82,000 Sensata Technologies shares in Q3 2019, an estimated $4.02M.
Tom Gayner first reported a position in Sensata Technologies in Q4 2016 and held it in 11 quarters.
Tom Gayner's Sensata Technologies position peaked at $8.71M in Q1 2018.
289 funds tracked by Wall St. Rank held Sensata Technologies as of Q3 2019.

Based on Markel Group's 13F filing for Q3 2019, filed 1 Nov 2019.