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Kennedy Capital Management’s Sanmina SANM Stock Holding History

Kennedy 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
2025
Q3 		– Sell
-79,626
Closed -$7.79M – 605
2025
Q2 		$7.79M Buy
+79,626
New +$6.58M 0.19% 203
2019
Q3 		– Sell
-90,809
Closed -$2.75M – 717
2019
Q2 		$2.75M Sell
90,809
-379,415
-81% -$11.5M 0.07% 482
2019
Q1 		$13.6M Sell
470,224
-191,402
-29% -$5.64M 0.32% 64
2018
Q4 		$15.9M Sell
661,626
-7,440
-1% -$187K 0.4% 39
2018
Q3 		$18.5M Sell
669,066
-10,019
-1% -$300K 0.34% 58
2018
Q2 		$19.9M Buy
+679,085
New +$20M 0.37% 43
2016
Q3 		– Sell
-254,879
Closed -$6.83M – 745
2016
Q2 		$6.83M Sell
254,879
-70,657
-22% -$1.77M 0.14% 267
2016
Q1 		$7.61M Buy
325,536
+36,323
+13% +$730K 0.15% 224
2015
Q4 		$5.95M Sell
289,213
-201,006
-41% -$4.47M 0.12% 310
2015
Q3 		$10.5M Sell
490,219
-2,078
-0.4% -$41.9K 0.21% 135
2015
Q2 		$9.93M Sell
492,297
-1,384
-0.3% -$30.2K 0.18% 192
2015
Q1 		$11.9M Sell
493,681
-626
-0.1% -$14.4K 0.21% 148
2014
Q4 		$11.6M Sell
494,307
-749
-0.2% -$17.1K 0.21% 147
2014
Q3 		$10.3M Buy
495,056
+31,001
+7% +$721K 0.2% 167
2014
Q2 		$10.6M Buy
464,055
+13,027
+3% +$264K 0.2% 175
2014
Q1 		$7.87M Sell
451,028
-15,637
-3% -$262K 0.15% 268
2013
Q4 		$7.79M Sell
466,665
-168,639
-27% -$2.71M 0.14% 274
2013
Q3 		$11.1M Sell
635,304
-342,704
-35% -$5.61M 0.21% 154
2013
Q2 		$14M Buy
+978,008
New +$12.6M 0.29% 94

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kennedy Capital Management's SANM Position: Q3 2025 in Review

Kennedy Capital Management sold out of Sanmina (SANM) in Q3 2025, closing a stake of 79,626 shares — an estimated $7.79M sold.

Kennedy Capital Management first reported a position in SANM in Q2 2013 and held it in 19 quarters. The position peaked at $19.9M in Q2 2018. 384 funds tracked by Wall St. Rank hold SANM as of Q3 2025.

  • Kennedy Capital Management reported no remaining Sanmina position as of Q3 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 79,626 Sanmina shares in Q3 2025, an estimated $7.79M.
  • Kennedy Capital Management first reported a position in Sanmina in Q2 2013 and held it in 19 quarters.
  • Kennedy Capital Management's Sanmina position peaked at $19.9M in Q2 2018.
  • 384 funds tracked by Wall St. Rank held Sanmina as of Q3 2025.

Based on Kennedy Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.