Piermont Capital Management’s Sanmina SANM Stock Holding History

Piermont 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
2018 Q4	$2.05M	Buy	85,260 +1,100	+1%	+$27.7K	0.97%	56
2018 Q3	$2.32M	Buy	+84,160	New	+$2.52M	0.93%	58
2016 Q3	–	Sell	-132,548	Closed	-$3.55M	–	277
2016 Q2	$3.55M	Hold	132,548	–	–	0.92%	9
2016 Q1	$3.1M	Sell	132,548 -3,240	-2%	-$65.1K	0.99%	14
2015 Q4	$2.79M	Hold	135,788	–	–	0.89%	40
2015 Q3	$2.9M	Buy	135,788 +2,360	+2%	+$47.6K	0.95%	30
2015 Q2	$2.69M	Buy	133,428 +4,210	+3%	+$92K	0.81%	54
2015 Q1	$3.13M	Buy	129,218 +33,888	+36%	+$778K	0.95%	18
2014 Q4	$2.24M	Sell	95,330 -1,220	-1%	-$27.9K	0.8%	72
2014 Q3	$2.01M	Buy	+96,550	New	+$2.25M	0.78%	73

Other funds holding SANM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Piermont Capital Management's SANM Position: Q4 2018 in Review

Piermont Capital Management increased its Sanmina (SANM) stake by 1.3% in Q4 2018, buying an estimated $27.7K and bringing the position to 85,260 shares worth $2.05M. The position accounts for 0.97% of the portfolio, ranked #56.

Piermont Capital Management first reported a position in SANM in Q3 2014 and has held it in 10 quarters since. The position peaked at $3.55M in Q2 2016. 220 funds tracked by Wall St. Rank hold SANM as of Q4 2018.

Piermont Capital Management held 85,260 shares of Sanmina worth $2.05M as of Q4 2018.
Piermont Capital Management bought 1,100 Sanmina shares in Q4 2018, an estimated $27.7K.
Sanmina made up 0.97% of Piermont Capital Management's portfolio in Q4 2018, its #56 holding.
Piermont Capital Management first reported a position in Sanmina in Q3 2014 and has held it in 10 quarters since.
Piermont Capital Management's Sanmina position peaked at $3.55M in Q2 2016.
220 funds tracked by Wall St. Rank held Sanmina as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.