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Davis Capital Management’s Sanmina SANM Stock Holding History

Davis 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
2025
Q1 		– Sell
-58
Closed -$4.39K – 322
2024
Q4 		$4.39K Hold
58
– – ﹤0.01% 265
2024
Q3 		$3.97K Hold
58
– – ﹤0.01% 281
2024
Q2 		$3.79K Buy
+58
New +$3.71K ﹤0.01% 274

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Davis Capital Management's SANM Position: Q1 2025 in Review

Davis Capital Management sold out of Sanmina (SANM) in Q1 2025, closing a stake of 58 shares — an estimated $4.39K sold.

Davis Capital Management first reported a position in SANM in Q2 2024 and held it in 3 quarters. The position peaked at $4.39K in Q4 2024. 327 funds tracked by Wall St. Rank hold SANM as of Q1 2025.

  • Davis Capital Management reported no remaining Sanmina position as of Q1 2025 after selling out during the quarter.
  • Davis Capital Management sold 58 Sanmina shares in Q1 2025, an estimated $4.39K.
  • Davis Capital Management first reported a position in Sanmina in Q2 2024 and held it in 3 quarters.
  • Davis Capital Management's Sanmina position peaked at $4.39K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Sanmina as of Q1 2025.

Based on Davis Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.