Jacobs Levy Equity Management’s Sanmina SANM Stock Holding History

Jacobs Levy Equity 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
2023 Q2	–	Sell	-46,363	Closed	-$2.83M	–	1067
2023 Q1	$2.83M	Buy	46,363 +721	+2%	+$43.2K	0.02%	511
2022 Q4	$2.61M	Sell	45,642 -8,725	-16%	-$516K	0.02%	503
2022 Q3	$2.5M	Sell	54,367 -83,163	-60%	-$3.88M	0.02%	520
2022 Q2	$5.6M	Buy	137,530 +126,559	+1,154%	+$5.23M	0.04%	398
2022 Q1	$443K	Buy	10,971 +2,312	+27%	+$92K	﹤0.01%	879
2021 Q4	$359K	Sell	8,659 -13,369	-61%	-$526K	﹤0.01%	880
2021 Q3	$849K	Sell	22,028 -11,611	-35%	-$445K	0.01%	776
2021 Q2	$1.31M	Buy	33,639 +1,796	+6%	+$74.1K	0.01%	687
2021 Q1	$1.32M	Buy	+31,843	New	+$1.16M	0.01%	678
2019 Q1	–	Sell	-210,078	Closed	-$5.05M	–	1029
2018 Q4	$5.05M	Buy	210,078 +117,126	+126%	+$2.95M	0.09%	259
2018 Q3	$2.56M	Buy	92,952 +43,277	+87%	+$1.3M	0.04%	464
2018 Q2	$1.46M	Buy	49,675 +5,900	+13%	+$173K	0.02%	577
2018 Q1	$1.15M	Buy	+43,775	New	+$1.25M	0.02%	606
2017 Q2	–	Sell	-88,369	Closed	-$3.59M	–	1007
2017 Q1	$3.59M	Sell	88,369 -11,781	-12%	-$456K	0.07%	311
2016 Q4	$3.67M	Sell	100,150 -83,106	-45%	-$2.63M	0.07%	302
2016 Q3	$5.22M	Buy	183,256 +25,936	+16%	+$702K	0.09%	261
2016 Q2	$4.22M	Buy	157,320 +100,240	+176%	+$2.51M	0.09%	273
2016 Q1	$1.33M	Buy	57,080 +26,350	+86%	+$529K	0.03%	499
2015 Q4	$632K	Sell	30,730 -10,700	-26%	-$238K	0.01%	524
2015 Q3	$885K	Buy	+41,430	New	+$836K	0.02%	501
2015 Q2	–	Sell	-9,682	Closed	-$234K	–	853
2015 Q1	$234K	Sell	9,682 -127,437	-93%	-$2.93M	﹤0.01%	676
2014 Q4	$3.23M	Sell	137,119 -36,720	-21%	-$840K	0.06%	307
2014 Q3	$3.63M	Buy	173,839 +121,539	+232%	+$2.83M	0.06%	284
2014 Q2	$1.19M	Sell	52,300 -1,200	-2%	-$24.3K	0.02%	480
2014 Q1	$934K	Buy	+53,500	New	+$897K	0.02%	555

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jacobs Levy Equity Management's SANM Position: Q2 2023 in Review

Jacobs Levy Equity Management sold out of Sanmina (SANM) in Q2 2023, closing a stake of 46,363 shares — an estimated $2.83M sold.

Jacobs Levy Equity Management first reported a position in SANM in Q1 2014 and held it in 25 quarters. The position peaked at $5.6M in Q2 2022. 317 funds tracked by Wall St. Rank hold SANM as of Q2 2023.

Jacobs Levy Equity Management reported no remaining Sanmina position as of Q2 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 46,363 Sanmina shares in Q2 2023, an estimated $2.83M.
Jacobs Levy Equity Management first reported a position in Sanmina in Q1 2014 and held it in 25 quarters.
Jacobs Levy Equity Management's Sanmina position peaked at $5.6M in Q2 2022.
317 funds tracked by Wall St. Rank held Sanmina as of Q2 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.