D1 Capital Partners’s Micron Technology MU Stock Holding History

D1 Capital Partners’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 Q1	–	Sell	-515,000	Closed	-$25.7M	–	41
2022 Q4	$25.7M	Sell	515,000 -2,565,000	-83%	-$140M	0.53%	26
2022 Q3	$154M	Buy	+3,080,000	New	+$179M	2.82%	11
2020 Q4	–	Sell	-3,774,008	Closed	-$177M	–	63
2020 Q3	$177M	Buy	3,774,008 +345,112	+10%	+$16.7M	1.04%	32
2020 Q2	$177M	Buy	3,428,896 +180,651	+6%	+$8.52M	1.32%	24
2020 Q1	$137M	Buy	+3,248,245	New	+$169M	1.41%	18
2019 Q3	–	Sell	-7,150,000	Closed	-$276M	–	33
2019 Q2	$276M	Buy	7,150,000 +5,190,000	+265%	+$198M	3.93%	8
2019 Q1	$81M	Buy	+1,960,000	New	+$75.7M	1.46%	20

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

D1 Capital Partners's MU Position: Q1 2023 in Review

D1 Capital Partners sold out of Micron Technology (MU) in Q1 2023, closing a stake of 515,000 shares — an estimated $25.7M sold.

D1 Capital Partners first reported a position in MU in Q1 2019 and held it in 7 quarters. The position peaked at $276M in Q2 2019. 1,267 funds tracked by Wall St. Rank hold MU as of Q1 2023.

D1 Capital Partners reported no remaining Micron Technology position as of Q1 2023 after selling out during the quarter.
D1 Capital Partners sold 515,000 Micron Technology shares in Q1 2023, an estimated $25.7M.
D1 Capital Partners first reported a position in Micron Technology in Q1 2019 and held it in 7 quarters.
D1 Capital Partners's Micron Technology position peaked at $276M in Q2 2019.
1,267 funds tracked by Wall St. Rank held Micron Technology as of Q1 2023.

Based on D1 Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.