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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
2022
Q4 		– Hold
0
– -$15K – 1087
2022
Q3 		– Hold
0
– – – 522

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Primecap Management
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Sanders Capital
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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. 1,293 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.
  • 1,293 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.