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Bowling Portfolio Management’s Sanmina SANM Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-13,273
Closed -$359K – 341
2020
Q3 		$359K Sell
13,273
-17,708
-57% -$482K 0.08% 230
2020
Q2 		$776K Sell
30,981
-8,953
-22% -$236K 0.17% 167
2020
Q1 		$1.09M Sell
39,934
-3,482
-8% -$101K 0.27% 103
2019
Q4 		$1.49M Sell
43,416
-13,148
-23% -$421K 0.25% 113
2019
Q3 		$1.82M Buy
56,564
+12,814
+29% +$393K 0.3% 100
2019
Q2 		$1.32M Buy
+43,750
New +$1.32M 0.22% 181
2018
Q1 		– Sell
-6,879
Closed -$227K – 400
2017
Q4 		$227K Sell
6,879
-40,202
-85% -$1.4M 0.03% 340
2017
Q3 		$1.75M Sell
47,081
-1,541
-3% -$57.5K 0.26% 116
2017
Q2 		$1.85M Buy
48,622
+24,372
+101% +$926K 0.27% 105
2017
Q1 		$985K Buy
24,250
+2,507
+12% +$97K 0.16% 147
2016
Q4 		$797K Sell
21,743
-26
-0.1% -$823 0.12% 144
2016
Q3 		$620K Buy
+21,769
New +$589K 0.09% 172

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

Bowling Portfolio Management's SANM Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Sanmina (SANM) in Q4 2020, closing a stake of 13,273 shares — an estimated $359K sold.

Bowling Portfolio Management first reported a position in SANM in Q3 2016 and held it in 12 quarters. The position peaked at $1.85M in Q2 2017. 249 funds tracked by Wall St. Rank hold SANM as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Sanmina position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 13,273 Sanmina shares in Q4 2020, an estimated $359K.
  • Bowling Portfolio Management first reported a position in Sanmina in Q3 2016 and held it in 12 quarters.
  • Bowling Portfolio Management's Sanmina position peaked at $1.85M in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Sanmina as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.