Leuthold Group’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
38,313
+653
| +2% | +$95.9K | 0.53% | 81 |
|
|
2025
Q4 | $5.65M | Buy |
37,660
+168
| +0.4% | +$24.8K | 0.61% | 59 |
|
|
2025
Q3 | $4.32M | Buy |
37,492
+1,284
| +4% | +$144K | 0.47% | 85 |
|
|
2025
Q2 | $3.54M | Buy |
+36,208
| New | +$2.99M | 0.42% | 84 |
|
|
2023
Q3 | – | Sell |
-47,285
| Closed | -$2.85M | – | 214 |
|
|
2023
Q2 | $2.85M | Sell |
47,285
-1,714
| -3% | -$94K | 0.37% | 109 |
|
|
2023
Q1 | $2.99M | Buy |
+48,999
| New | +$2.94M | 0.39% | 104 |
|
|
2018
Q2 | – | Sell |
-124,067
| Closed | -$3.24M | – | 230 |
|
|
2018
Q1 | $3.24M | Sell |
124,067
-19,402
| -14% | -$555K | 0.37% | 105 |
|
|
2017
Q4 | $4.73M | Sell |
143,469
-7,727
| -5% | -$270K | 0.47% | 83 |
|
|
2017
Q3 | $5.62M | Sell |
151,196
-3,905
| -3% | -$146K | 0.57% | 61 |
|
|
2017
Q2 | $5.91M | Sell |
155,101
-5,055
| -3% | -$192K | 0.63% | 50 |
|
|
2017
Q1 | $6.5M | Sell |
160,156
-4,732
| -3% | -$183K | 0.7% | 43 |
|
|
2016
Q4 | $6.04M | Sell |
164,888
-22,754
| -12% | -$720K | 0.68% | 44 |
|
|
2016
Q3 | $5.34M | Buy |
187,642
+29,524
| +19% | +$799K | 0.56% | 69 |
|
|
2016
Q2 | $4.24M | Buy |
+158,118
| New | +$3.96M | 0.45% | 88 |
|
|
2015
Q4 | – | Sell |
-63,594
| Closed | -$1.36M | – | 207 |
|
|
2015
Q3 | $1.36M | Sell |
63,594
-168,562
| -73% | -$3.4M | 0.14% | 149 |
|
|
2015
Q2 | $4.68M | Buy |
232,156
+7,621
| +3% | +$167K | 0.44% | 90 |
|
|
2015
Q1 | $5.43M | Sell |
224,535
-782
| -0.3% | -$18K | 0.5% | 72 |
|
|
2014
Q4 | $5.3M | Sell |
225,317
-41,930
| -16% | -$959K | 0.52% | 64 |
|
|
2014
Q3 | $5.58M | Sell |
267,247
-14,142
| -5% | -$329K | 0.5% | 79 |
|
|
2014
Q2 | $6.41M | Buy |
281,389
+1,074
| +0.4% | +$21.8K | 0.54% | 67 |
|
|
2014
Q1 | $4.89M | Sell |
280,315
-6,656
| -2% | -$112K | 0.43% | 89 |
|
|
2013
Q4 | $4.79M | Buy |
286,971
+32,627
| +13% | +$525K | 0.43% | 83 |
|
|
2013
Q3 | $4.45M | Buy |
254,344
+165,197
| +185% | +$2.7M | 0.41% | 81 |
|
|
2013
Q2 | $1.28M | Buy |
+89,147
| New | +$1.15M | 0.12% | 199 |
|
Other funds holding SANM
VPM
VCM
AMD
