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MorganRosel Wealth Management’s Sanmina SANM Stock Holding History

MorganRosel Wealth 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
-20,525
Closed -$1.25M – 105
2023
Q1 		$1.25M Buy
20,525
+3,304
+19% +$198K 0.53% 31
2022
Q4 		$987K Buy
+17,221
New +$1.02M 0.45% 43
2019
Q3 		– Sell
-24,599
Closed -$745K – 78
2019
Q2 		$745K Buy
+24,599
New +$745K 0.61% 39

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

MorganRosel Wealth Management's SANM Position: Q2 2023 in Review

MorganRosel Wealth Management sold out of Sanmina (SANM) in Q2 2023, closing a stake of 20,525 shares — an estimated $1.25M sold.

MorganRosel Wealth Management first reported a position in SANM in Q2 2019 and held it in 3 quarters. The position peaked at $1.25M in Q1 2023. 317 funds tracked by Wall St. Rank hold SANM as of Q2 2023.

  • MorganRosel Wealth Management reported no remaining Sanmina position as of Q2 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 20,525 Sanmina shares in Q2 2023, an estimated $1.25M.
  • MorganRosel Wealth Management first reported a position in Sanmina in Q2 2019 and held it in 3 quarters.
  • MorganRosel Wealth Management's Sanmina position peaked at $1.25M in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Sanmina as of Q2 2023.

Based on MorganRosel Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.