BerganKDV Wealth Management’s Micron Technology MU Stock Holding History

BerganKDV 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
2023 Q2	$4.92K	Sell	78 -54	-41%	-$3.47K	﹤0.01%	612
2023 Q1	$7.98K	Sell	132 -326	-71%	-$19.1K	﹤0.01%	630
2022 Q4	$22.9K	Sell	458 -167	-27%	-$9.14K	﹤0.01%	477
2022 Q3	$31K	Buy	625 +1	+0.2%	+$58	﹤0.01%	427
2022 Q2	$34K	Hold	624	–	–	﹤0.01%	426
2022 Q1	$49K	Hold	624	–	–	0.01%	399
2021 Q4	$58K	Buy	624 +50	+9%	+$3.9K	0.01%	406
2021 Q3	$41K	Hold	574	–	–	﹤0.01%	428
2021 Q2	$49K	Hold	574	–	–	0.01%	388
2021 Q1	$51K	Sell	574 -100	-15%	-$8.48K	0.01%	368
2020 Q4	$51K	Buy	674 +412	+157%	+$24.8K	0.01%	351
2020 Q3	$12K	Sell	262 -56	-18%	-$2.71K	﹤0.01%	488
2020 Q2	$16K	Buy	318 +53	+20%	+$2.5K	﹤0.01%	479
2020 Q1	$11K	Buy	265 +19	+8%	+$988	﹤0.01%	480
2019 Q4	$13K	Buy	+246	New	+$11.7K	﹤0.01%	502

Other funds holding MU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BerganKDV Wealth Management's MU Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Micron Technology (MU) stake by 41% in Q2 2023, selling an estimated $3.47K and leaving 78 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

BerganKDV Wealth Management first reported a position in MU in Q4 2019 and has held it in 15 quarters since. The position peaked at $58K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold MU as of Q2 2023.

BerganKDV Wealth Management held 78 shares of Micron Technology worth $4.92K as of Q2 2023.
BerganKDV Wealth Management sold 54 Micron Technology shares in Q2 2023, an estimated $3.47K.
Micron Technology made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #612 holding.
BerganKDV Wealth Management first reported a position in Micron Technology in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Micron Technology position peaked at $58K in Q4 2021.
1,291 funds tracked by Wall St. Rank held Micron Technology as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.