Dreman Value Management’s Sanmina SANM Stock Holding History

Dreman Value 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
2018 Q1	$235K	Hold	8,971	–	–	0.11%	226
2017 Q4	$296K	Buy	8,971 +7,812	+674%	+$273K	0.17%	205
2017 Q3	$43K	Hold	1,159	–	–	0.02%	269
2017 Q2	$44K	Sell	1,159 -13,788	-92%	-$524K	0.02%	265
2017 Q1	$607K	Hold	14,947	–	–	0.35%	78
2016 Q4	$548K	Buy	14,947 +6,398	+75%	+$202K	0.31%	90
2016 Q3	$243K	Hold	8,549	–	–	0.15%	155
2016 Q2	$229K	Sell	8,549 -367,031	-98%	-$9.19M	0.14%	160
2016 Q1	$8.78M	Buy	+375,580	New	+$7.54M	1%	31
2015 Q4	–	Sell	-374,911	Closed	-$8.01M	–	371
2015 Q3	$8.01M	Buy	374,911 +47,238	+14%	+$953K	0.81%	44
2015 Q2	$6.61M	Buy	327,673 +27,907	+9%	+$610K	0.55%	66
2015 Q1	$7.05M	Buy	299,766 +25,179	+9%	+$578K	0.61%	58
2014 Q4	$6.46M	Buy	274,587 +14,691	+6%	+$336K	0.53%	63
2014 Q3	$5.42M	Buy	259,896 +5,897	+2%	+$137K	0.44%	114
2014 Q2	$5.79M	Sell	253,999 -8,303	-3%	-$168K	0.44%	117
2014 Q1	$4.58M	Buy	262,302 +10,475	+4%	+$176K	0.35%	131
2013 Q4	$4.22M	Buy	251,827 +31,409	+14%	+$505K	0.32%	136
2013 Q3	$3.85M	Buy	+220,418	New	+$3.61M	0.35%	124

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dreman Value Management's SANM Position: Q1 2018 in Review

Dreman Value Management held its Sanmina (SANM) position steady in Q1 2018 at 8,971 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #226.

Dreman Value Management first reported a position in SANM in Q3 2013 and has held it in 18 quarters since. The position peaked at $8.78M in Q1 2016. 218 funds tracked by Wall St. Rank hold SANM as of Q1 2018.

Dreman Value Management held 8,971 shares of Sanmina worth $235K as of Q1 2018.
Dreman Value Management left its Sanmina share count unchanged in Q1 2018.
Sanmina made up 0.11% of Dreman Value Management's portfolio in Q1 2018, its #226 holding.
Dreman Value Management first reported a position in Sanmina in Q3 2013 and has held it in 18 quarters since.
Dreman Value Management's Sanmina position peaked at $8.78M in Q1 2016.
218 funds tracked by Wall St. Rank held Sanmina as of Q1 2018.

Based on Dreman Value Management's 13F filing for Q1 2018, filed 2 May 2018.