Jericho Capital Asset Management’s Micron Technology MU Stock Holding History

Jericho Capital 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
2022 Q1	–	Sell	-2,310,250	Closed	-$215M	–	30
2021 Q4	$215M	Buy	+2,310,250	New	+$180M	7.89%	3
2021 Q2	–	Sell	-737,000	Closed	-$65M	–	62
2021 Q1	$65M	Sell	737,000 -857,000	-54%	-$72.7M	1.72%	28
2020 Q4	$120M	Buy	+1,594,000	New	+$96.1M	2.82%	10
2020 Q1	–	Sell	-1,200,023	Closed	-$64.5M	–	32
2019 Q4	$64.5M	Buy	1,200,023 +86,934	+8%	+$4.15M	3.5%	13
2019 Q3	$47.7M	Buy	+1,113,089	New	+$50.3M	2.72%	15
2019 Q2	–	Sell	-2,297,000	Closed	-$94.9M	–	33
2019 Q1	$94.9M	Buy	+2,297,000	New	+$88.7M	4.29%	10
2018 Q2	–	Sell	-931,288	Closed	-$48.6M	–	25
2018 Q1	$48.6M	Buy	+931,288	New	+$44.6M	2.66%	19
2016 Q4	–	Sell	-1,877,097	Closed	-$33.4M	–	41
2016 Q3	$33.4M	Buy	+1,877,097	New	+$28.6M	1.34%	22

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

Jericho Capital Asset Management's MU Position: Q1 2022 in Review

Jericho Capital Asset Management sold out of Micron Technology (MU) in Q1 2022, closing a stake of 2,310,250 shares — an estimated $215M sold.

Jericho Capital Asset Management first reported a position in MU in Q3 2016 and held it in 8 quarters. The position peaked at $215M in Q4 2021. 1,403 funds tracked by Wall St. Rank hold MU as of Q1 2022.

Jericho Capital Asset Management reported no remaining Micron Technology position as of Q1 2022 after selling out during the quarter.
Jericho Capital Asset Management sold 2,310,250 Micron Technology shares in Q1 2022, an estimated $215M.
Jericho Capital Asset Management first reported a position in Micron Technology in Q3 2016 and held it in 8 quarters.
Jericho Capital Asset Management's Micron Technology position peaked at $215M in Q4 2021.
1,403 funds tracked by Wall St. Rank held Micron Technology as of Q1 2022.

Based on Jericho Capital Asset Management's 13F filing for Q1 2022, filed 16 May 2022.