Henshaw Capital’s Sanmina SANM Stock Holding History

Henshaw Capital’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	–	Sell	-17,779	Closed	-$587K	–	300
2017 Q4	$587K	Buy	17,779 +7,681	+76%	+$268K	0.06%	126
2017 Q3	$375K	Buy	10,098 +2,133	+27%	+$79.6K	0.04%	188
2017 Q2	$303K	Buy	+7,965	New	+$303K	0.03%	228

Other funds holding SANM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Henshaw Capital's SANM Position: Q1 2018 in Review

Henshaw Capital sold out of Sanmina (SANM) in Q1 2018, closing a stake of 17,779 shares — an estimated $587K sold.

Henshaw Capital first reported a position in SANM in Q2 2017 and held it in 3 quarters. The position peaked at $587K in Q4 2017. 218 funds tracked by Wall St. Rank hold SANM as of Q1 2018.

Henshaw Capital reported no remaining Sanmina position as of Q1 2018 after selling out during the quarter.
Henshaw Capital sold 17,779 Sanmina shares in Q1 2018, an estimated $587K.
Henshaw Capital first reported a position in Sanmina in Q2 2017 and held it in 3 quarters.
Henshaw Capital's Sanmina position peaked at $587K in Q4 2017.
218 funds tracked by Wall St. Rank held Sanmina as of Q1 2018.

Based on Henshaw Capital's 13F filing for Q1 2018, filed 28 May 2026.