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9258 Wealth Management’s Micron Technology MU Stock Holding History

9258 Wealth Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.99M Buy
38,479
+1,419
+4% +$148K 0.59% 33
2024
Q2 		$4.87M Sell
37,060
-388
-1% -$48.9K 0.75% 27
2024
Q1 		$4.41M Buy
37,448
+1,070
+3% +$96.8K 0.69% 30
2023
Q4 		$3.1M Sell
36,378
-5,892
-14% -$438K 0.55% 38
2023
Q3 		$2.88M Sell
42,270
-1,123
-3% -$75.2K 0.56% 38
2023
Q2 		$2.74M Buy
43,393
+169
+0.4% +$10.9K 0.52% 41
2023
Q1 		$2.61M Buy
43,224
+1,120
+3% +$65.6K 0.53% 41
2022
Q4 		$2.1M Sell
42,104
-3,055
-7% -$167K 0.46% 50
2022
Q3 		$2.26M Sell
45,159
-451
-1% -$26.2K 0.58% 36
2022
Q2 		$2.52M Buy
45,610
+1,128
+3% +$76.6K 0.65% 32
2022
Q1 		$3.46M Buy
44,482
+2,368
+6% +$202K 0.8% 21
2021
Q4 		$3.92M Buy
42,114
+755
+2% +$59K 0.9% 20
2021
Q3 		$2.94M Buy
41,359
+4,196
+11% +$315K 0.78% 22
2021
Q2 		$3.16M Buy
37,163
+7,837
+27% +$662K 0.85% 19
2021
Q1 		$2.59M Buy
29,326
+3,355
+13% +$285K 0.78% 21
2020
Q4 		$1.95M Buy
25,971
+265
+1% +$16K 0.64% 25
2020
Q3 		$1.29M Buy
25,706
+89
+0.3% +$4.31K 0.49% 42
2020
Q2 		$1.32M Buy
25,617
+159
+0.6% +$7.5K 0.53% 37
2020
Q1 		$1.15M Buy
25,458
+5,941
+30% +$309K 0.51% 44
2019
Q4 		$1.05M Sell
19,517
-14,070
-42% -$672K 0.38% 67
2019
Q3 		$1.44M Hold
33,587
– – 1.12% 17
2019
Q2 		$1.3M Buy
33,587
+694
+2% +$26.4K 1.04% 23
2019
Q1 		$1.36M Buy
32,893
+896
+3% +$34.6K 1.15% 17
2018
Q4 		$1.01M Buy
+31,997
New +$1.21M 0.98% 29

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's MU Position: Q3 2024 in Review

9258 Wealth Management increased its Micron Technology (MU) stake by 3.8% in Q3 2024, buying an estimated $148K and bringing the position to 38,479 shares worth $3.99M. The position accounts for 0.59% of the portfolio, ranked #33.

9258 Wealth Management first reported a position in MU in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.87M in Q2 2024. 1,715 funds tracked by Wall St. Rank hold MU as of Q3 2024.

  • 9258 Wealth Management held 38,479 shares of Micron Technology worth $3.99M as of Q3 2024.
  • 9258 Wealth Management bought 1,419 Micron Technology shares in Q3 2024, an estimated $148K.
  • Micron Technology made up 0.59% of 9258 Wealth Management's portfolio in Q3 2024, its #33 holding.
  • 9258 Wealth Management first reported a position in Micron Technology in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Micron Technology position peaked at $4.87M in Q2 2024.
  • 1,715 funds tracked by Wall St. Rank held Micron Technology as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.