Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Sanmina SANM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.1M Buy
736,595
+258,387
+54% +$25.3M 0.26% 139
2025
Q1
$36.4M Buy
478,208
+33,966
+8% +$2.59M 0.14% 211
2024
Q4
$33.6M Sell
444,242
-46,743
-10% -$3.54M 0.13% 229
2024
Q3
$33.6M Sell
490,985
-700,574
-59% -$48M 0.13% 223
2024
Q2
$78.9M Buy
1,191,559
+33,971
+3% +$2.25M 0.34% 96
2024
Q1
$72M Buy
1,157,588
+144,540
+14% +$8.99M 0.31% 114
2023
Q4
$52M Sell
1,013,048
-838,016
-45% -$43M 0.26% 126
2023
Q3
$100M Sell
1,851,064
-319,029
-15% -$17.3M 0.58% 60
2023
Q2
$131M Buy
2,170,093
+31,936
+1% +$1.92M 0.74% 34
2023
Q1
$130M Buy
2,138,157
+291,703
+16% +$17.8M 0.75% 32
2022
Q4
$106M Sell
1,846,454
-163,002
-8% -$9.34M 0.67% 45
2022
Q3
$92.6M Sell
2,009,456
-1,130
-0.1% -$52.1K 0.67% 43
2022
Q2
$81.9M Sell
2,010,586
-142,557
-7% -$5.81M 0.56% 59
2022
Q1
$87M Buy
2,153,143
+248,130
+13% +$10M 0.52% 63
2021
Q4
$79M Sell
1,905,013
-4,963
-0.3% -$206K 0.46% 68
2021
Q3
$73.6M Sell
1,909,976
-123,401
-6% -$4.76M 0.47% 65
2021
Q2
$79.2M Buy
2,033,377
+4,071
+0.2% +$159K 0.51% 65
2021
Q1
$84M Sell
2,029,306
-125,411
-6% -$5.19M 0.59% 54
2020
Q4
$68.7M Buy
2,154,717
+292,157
+16% +$9.32M 0.64% 48
2020
Q3
$50.4M Buy
1,862,560
+829,325
+80% +$22.4M 0.64% 53
2020
Q2
$25.9M Buy
1,033,235
+7,473
+0.7% +$187K 0.34% 90
2020
Q1
$28M Buy
1,025,762
+394,544
+63% +$10.8M 0.47% 80
2019
Q4
$21.6M Buy
631,218
+1,866
+0.3% +$63.9K 0.24% 122
2019
Q3
$20.2M Sell
629,352
-88,627
-12% -$2.85M 0.24% 118
2019
Q2
$21.7M Buy
717,979
+295,158
+70% +$8.94M 0.25% 117
2019
Q1
$12.2M Buy
+422,821
New +$12.2M 0.15% 135
2018
Q1
Sell
-1,600
Closed -$53K 820
2017
Q4
$53K Sell
1,600
-31,300
-95% -$1.04M ﹤0.01% 629
2017
Q3
$1.22M Sell
32,900
-15,200
-32% -$565K 0.01% 278
2017
Q2
$1.83M Hold
48,100
0.02% 233
2017
Q1
$1.95M Buy
48,100
+29,700
+161% +$1.21M 0.03% 218
2016
Q4
$674K Buy
18,400
+12,900
+235% +$473K 0.01% 276
2016
Q3
$157K Buy
5,500
+4,000
+267% +$114K ﹤0.01% 372
2016
Q2
$40K Hold
1,500
﹤0.01% 616
2016
Q1
$35K Sell
1,500
-7,100
-83% -$166K ﹤0.01% 615
2015
Q4
$177K Buy
8,600
+1,000
+13% +$20.6K ﹤0.01% 397
2015
Q3
$162K Buy
7,600
+5,196
+216% +$111K ﹤0.01% 415
2015
Q2
$48K Buy
2,404
+104
+5% +$2.08K ﹤0.01% 573
2015
Q1
$56K Sell
2,300
-260,410
-99% -$6.34M ﹤0.01% 592
2014
Q4
$6.18M Buy
262,710
+260,210
+10,408% +$6.12M 0.22% 101
2014
Q3
$52K Buy
+2,500
New +$52K ﹤0.01% 625