Bayesian Capital Management’s Sanmina SANM Stock Holding History

Bayesian Capital Management’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
2023 Q2	–	Sell	-7,819	Closed	-$477K	–	1031
2023 Q1	$477K	Buy	7,819 +1,500	+24%	+$89.9K	0.06%	404
2022 Q4	$362K	Buy	+6,319	New	+$374K	0.05%	435
2019 Q4	–	Sell	-8,082	Closed	-$260K	–	730
2019 Q3	$260K	Sell	8,082 -20,100	-71%	-$617K	0.05%	396
2019 Q2	$853K	Buy	28,182 +9,800	+53%	+$297K	0.18%	163
2019 Q1	$530K	Buy	+18,382	New	+$542K	0.1%	271
2018 Q4	–	Sell	-11,882	Closed	-$328K	–	770
2018 Q3	$328K	Sell	11,882 -4,900	-29%	-$147K	0.05%	431
2018 Q2	$492K	Buy	+16,782	New	+$493K	0.11%	266
2017 Q2	–	Sell	-5,040	Closed	-$205K	–	573
2017 Q1	$205K	Sell	5,040 -2,600	-34%	-$101K	0.1%	343
2016 Q4	$280K	Buy	+7,640	New	+$242K	0.07%	443
2016 Q3	–	Sell	-14,685	Closed	-$394K	–	481
2016 Q2	$394K	Sell	14,685 -777	-5%	-$19.4K	0.24%	170
2016 Q1	$362K	Buy	15,462 +4,800	+45%	+$96.4K	0.34%	102
2015 Q4	$219K	Buy	+10,662	New	+$237K	0.31%	158

Other funds holding SANM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bayesian Capital Management's SANM Position: Q2 2023 in Review

Bayesian Capital Management sold out of Sanmina (SANM) in Q2 2023, closing a stake of 7,819 shares — an estimated $477K sold.

Bayesian Capital Management first reported a position in SANM in Q4 2015 and held it in 12 quarters. The position peaked at $853K in Q2 2019. 317 funds tracked by Wall St. Rank hold SANM as of Q2 2023.

Bayesian Capital Management reported no remaining Sanmina position as of Q2 2023 after selling out during the quarter.
Bayesian Capital Management sold 7,819 Sanmina shares in Q2 2023, an estimated $477K.
Bayesian Capital Management first reported a position in Sanmina in Q4 2015 and held it in 12 quarters.
Bayesian Capital Management's Sanmina position peaked at $853K in Q2 2019.
317 funds tracked by Wall St. Rank held Sanmina as of Q2 2023.

Based on Bayesian Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.