Aquamarine Capital Management’s Micron Technology MU Stock Holding History

Aquamarine Capital 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
2022 Q2	$11.1M	Hold	200,000	–	–	6.49%	7
2022 Q1	$15.6M	Hold	200,000	–	–	7.06%	7
2021 Q4	$18.6M	Hold	200,000	–	–	8.56%	6
2021 Q3	$14.2M	Hold	200,000	–	–	6.96%	6
2021 Q2	$17M	Hold	200,000	–	–	7.97%	5
2021 Q1	$17.6M	Hold	200,000	–	–	9.22%	5
2020 Q4	$15M	Buy	200,000 +80,000	+67%	+$4.82M	8.77%	6
2020 Q3	$5.63M	Hold	120,000	–	–	3.72%	10
2020 Q2	$6.18M	Hold	120,000	–	–	4.5%	9
2020 Q1	$5.05M	Hold	120,000	–	–	3.44%	9
2019 Q4	$6.45M	Hold	120,000	–	–	2.97%	10
2019 Q3	$5.14M	Buy	+120,000	New	+$5.43M	2.6%	10

Other funds holding MU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aquamarine Capital Management's MU Position: Q2 2022 in Review

Aquamarine Capital Management held its Micron Technology (MU) position steady in Q2 2022 at 200,000 shares worth $11.1M. The position accounts for 6.49% of the portfolio, ranked #7.

Aquamarine Capital Management first reported a position in MU in Q3 2019 and has held it in 12 quarters since. The position peaked at $18.6M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold MU as of Q2 2022.

Aquamarine Capital Management held 200,000 shares of Micron Technology worth $11.1M as of Q2 2022.
Aquamarine Capital Management left its Micron Technology share count unchanged in Q2 2022.
Micron Technology made up 6.49% of Aquamarine Capital Management's portfolio in Q2 2022, its #7 holding.
Aquamarine Capital Management first reported a position in Micron Technology in Q3 2019 and has held it in 12 quarters since.
Aquamarine Capital Management's Micron Technology position peaked at $18.6M in Q4 2021.
1,300 funds tracked by Wall St. Rank held Micron Technology as of Q2 2022.

Based on Aquamarine Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.