Impala Asset Management’s Micron Technology MU Stock Holding History

Impala Asset 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 Q3	–	Sell	-216,613	Closed	-$18.4M	–	60
2021 Q2	$18.4M	Sell	216,613 -21,918	-9%	-$1.85M	1.23%	29
2021 Q1	$21M	Sell	238,531 -56,569	-19%	-$4.8M	1.38%	28
2020 Q4	$22.2M	Buy	+295,100	New	+$17.8M	2%	18
2020 Q3	–	Sell	-240,202	Closed	-$12.4M	–	51
2020 Q2	$12.4M	Buy	+240,202	New	+$11.3M	1.42%	24
2018 Q1	–	Sell	-384,317	Closed	-$15.8M	–	68
2017 Q4	$15.8M	Sell	384,317 -268,673	-41%	-$11.6M	0.56%	35
2017 Q3	$25.7M	Sell	652,990 -268,272	-29%	-$8.48M	1.15%	29
2017 Q2	$27.5M	Buy	921,262 +154,260	+20%	+$4.51M	1.39%	25
2017 Q1	$22.2M	Buy	+767,002	New	+$18.7M	1.03%	31
2013 Q3	–	Sell	-200,000	Closed	-$2.87M	–	94
2013 Q2	$2.87M	Buy	+200,000	New	+$2.22M	0.16%	59

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Impala Asset Management's MU Position: Q3 2021 in Review

Impala Asset Management sold out of Micron Technology (MU) in Q3 2021, closing a stake of 216,613 shares — an estimated $18.4M sold.

Impala Asset Management first reported a position in MU in Q2 2013 and held it in 9 quarters. The position peaked at $27.5M in Q2 2017. 1,227 funds tracked by Wall St. Rank hold MU as of Q3 2021.

Impala Asset Management reported no remaining Micron Technology position as of Q3 2021 after selling out during the quarter.
Impala Asset Management sold 216,613 Micron Technology shares in Q3 2021, an estimated $18.4M.
Impala Asset Management first reported a position in Micron Technology in Q2 2013 and held it in 9 quarters.
Impala Asset Management's Micron Technology position peaked at $27.5M in Q2 2017.
1,227 funds tracked by Wall St. Rank held Micron Technology as of Q3 2021.

Based on Impala Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.