Jeremy Grantham's ST Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 295,389 shares of Sensata Technologies Holding plc (ST) worth $14.1 M, representing 0.03% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ST, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 450,175 shares. Largest reduction occurred in Q3 2024, reducing 551,861 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sensata Technologies Holding plc (ST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sensata Technologies Holding plc (ST) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +295,389 | New Buy | 295,389 | $47.74 |
| Q3 2024 | -551,861 | Sold Out | 0 | $0.00 |
| Q2 2024 | +30,400 | Add 5.83% | 551,861 | $37.39 |
| Q1 2024 | -22,700 | Reduce 4.17% | 521,461 | $36.74 |
| Q4 2023 | -15,004 | Reduce 2.68% | 544,161 | $37.57 |
| Q3 2023 | +23,051 | Add 4.30% | 559,165 | $37.82 |
| Q2 2023 | +143,200 | Add 36.45% | 536,114 | $44.99 |
| Q1 2023 | -222,621 | Reduce 36.17% | 392,914 | $50.02 |
| Q4 2022 | -260,836 | Reduce 29.76% | 615,535 | $40.38 |
| Q3 2022 | +56,649 | Add 6.91% | 876,371 | $37.28 |
| Q2 2022 | -50,300 | Reduce 5.78% | 819,722 | $41.31 |
| Q1 2022 | -14,800 | Reduce 1.67% | 870,022 | $50.85 |
| Q4 2021 | +274,540 | Add 44.99% | 884,822 | $61.69 |
| Q3 2021 | +30,249 | Add 5.22% | 610,282 | $54.72 |
| Q2 2021 | -22,766 | Reduce 3.78% | 580,033 | $57.97 |
| Q1 2021 | +60,024 | Add 11.06% | 602,799 | $57.95 |
| Q4 2020 | -7,200 | Reduce 1.31% | 542,775 | $52.74 |
| Q3 2020 | +90,400 | Add 19.67% | 549,975 | $43.14 |
| Q2 2020 | +450,175 | Add 4789.10% | 459,575 | $37.23 |
| Q1 2020 | +9,400 | New Buy | 9,400 | $28.94 |
Jeremy Grantham's Sensata Technologies Holding plc Investment FAQs
Jeremy Grantham first purchased Sensata Technologies Holding plc (ST) in Q1 2020, acquiring 9,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Sensata Technologies Holding plc (ST) for 20 quarters since Q1 2020.
Jeremy Grantham's largest addition to Sensata Technologies Holding plc (ST) was in Q2 2020, adding 459,575 shares worth $17.11 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 295,389 shares of Sensata Technologies Holding plc (ST), valued at approximately $14.1 M.
As of the Q2 2026 filing, Sensata Technologies Holding plc (ST) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sensata Technologies Holding plc (ST) was 884,822 shares, as reported at the end of Q4 2021.