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AJO LP’s Sanmina SANM Stock Holding History

AJO LP’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-55,539
Closed -$1.5M – 593
2020
Q3 		$1.5M Buy
+55,539
New +$1.51M 0.02% 419
2017
Q4 		– Sell
-105,963
Closed -$3.94M – 649
2017
Q3 		$3.94M Sell
105,963
-167,346
-61% -$6.25M 0.02% 339
2017
Q2 		$10.4M Buy
273,309
+68,920
+34% +$2.62M 0.04% 219
2017
Q1 		$8.3M Buy
+204,389
New +$7.91M 0.03% 231
2016
Q3 		– Sell
-216,760
Closed -$5.81M – 563
2016
Q2 		$5.81M Hold
216,760
– – 0.03% 258
2016
Q1 		$5.07M Sell
216,760
-50,068
-19% -$1.01M 0.02% 279
2015
Q4 		$5.49M Sell
266,828
-172,624
-39% -$3.84M 0.02% 280
2015
Q3 		$9.39M Buy
+439,452
New +$8.86M 0.04% 241

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

AJO LP's SANM Position: Q4 2020 in Review

AJO LP sold out of Sanmina (SANM) in Q4 2020, closing a stake of 55,539 shares — an estimated $1.5M sold.

AJO LP first reported a position in SANM in Q3 2015 and held it in 8 quarters. The position peaked at $10.4M in Q2 2017. 249 funds tracked by Wall St. Rank hold SANM as of Q4 2020.

  • AJO LP reported no remaining Sanmina position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 55,539 Sanmina shares in Q4 2020, an estimated $1.5M.
  • AJO LP first reported a position in Sanmina in Q3 2015 and held it in 8 quarters.
  • AJO LP's Sanmina position peaked at $10.4M in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Sanmina as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.