Delphi Management’s Micron Technology MU Stock Holding History

Delphi 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
2021 Q4	$1.68M	Buy	18,025 +940	+6%	+$73.4K	1.58%	3
2021 Q3	$1.21M	Sell	17,085 -831	-5%	-$62.4K	1.25%	25
2021 Q2	$1.52M	Buy	+17,916	New	+$1.51M	1.45%	3
2015 Q2	–	Sell	-69,836	Closed	-$1.9M	–	107
2015 Q1	$1.9M	Buy	+69,836	New	+$2.09M	0.25%	87

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

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

Delphi Management's MU Position: Q4 2021 in Review

Delphi Management increased its Micron Technology (MU) stake by 5.5% in Q4 2021, buying an estimated $73.4K and bringing the position to 18,025 shares worth $1.68M. The position accounts for 1.58% of the portfolio, ranked #3.

Delphi Management first reported a position in MU in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.9M in Q1 2015. 1,423 funds tracked by Wall St. Rank hold MU as of Q4 2021.

Delphi Management held 18,025 shares of Micron Technology worth $1.68M as of Q4 2021.
Delphi Management bought 940 Micron Technology shares in Q4 2021, an estimated $73.4K.
Micron Technology made up 1.58% of Delphi Management's portfolio in Q4 2021, its #3 holding.
Delphi Management first reported a position in Micron Technology in Q1 2015 and has held it in 4 quarters since.
Delphi Management's Micron Technology position peaked at $1.9M in Q1 2015.
1,423 funds tracked by Wall St. Rank held Micron Technology as of Q4 2021.

Based on Delphi Management's 13F filing for Q4 2021, filed 15 Feb 2022.