Islay Capital Management’s Sanmina SANM Stock Holding History

Islay 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
2024 Q2	–	Sell	-16,076	Closed	-$1,000K	–	210
2024 Q1	$1,000K	Buy	+16,076	New	+$935K	0.74%	50
2023 Q4	–	Sell	-13,833	Closed	-$751K	–	240
2023 Q3	$751K	Buy	13,833 +268	+2%	+$15.1K	0.63%	56
2023 Q2	$818K	Buy	+13,565	New	+$744K	0.72%	48
2022 Q2	–	Sell	-3,961	Closed	-$160K	–	316
2022 Q1	$160K	Buy	+3,961	New	+$158K	0.13%	99
2020 Q4	–	Sell	-3,073	Closed	-$83K	–	289
2020 Q3	$83K	Buy	+3,073	New	+$83.7K	0.09%	151
2020 Q1	–	Sell	-600	Closed	-$21K	–	286
2019 Q4	$21K	Buy	+600	New	+$19.2K	0.02%	206

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Islay Capital Management's SANM Position: Q2 2024 in Review

Islay Capital Management sold out of Sanmina (SANM) in Q2 2024, closing a stake of 16,076 shares — an estimated $1,000K sold.

Islay Capital Management first reported a position in SANM in Q4 2019 and held it in 6 quarters. The position peaked at $1,000K in Q1 2024. 285 funds tracked by Wall St. Rank hold SANM as of Q2 2024.

Islay Capital Management reported no remaining Sanmina position as of Q2 2024 after selling out during the quarter.
Islay Capital Management sold 16,076 Sanmina shares in Q2 2024, an estimated $1,000K.
Islay Capital Management first reported a position in Sanmina in Q4 2019 and held it in 6 quarters.
Islay Capital Management's Sanmina position peaked at $1,000K in Q1 2024.
285 funds tracked by Wall St. Rank held Sanmina as of Q2 2024.

Based on Islay Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.