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Joho Capital’s Micron Technology MU Stock Holding History

Joho Capital’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
2014
Q1 		– Sell
-2,361,697
Closed -$51.4M – 13
2013
Q4 		$51.4M Sell
2,361,697
-2,467,000
-51% -$48M 3.52% 12
2013
Q3 		$84.4M Sell
4,828,697
-558,000
-10% -$8.09M 6.33% 6
2013
Q2 		$77.2M Buy
+5,386,697
New +$59.7M 6.62% 6

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BG
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GC
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State Street
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WRF
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joho Capital's MU Position: Q1 2014 in Review

Joho Capital sold out of Micron Technology (MU) in Q1 2014, closing a stake of 2,361,697 shares — an estimated $51.4M sold.

Joho Capital first reported a position in MU in Q2 2013 and held it in 3 quarters. The position peaked at $84.4M in Q3 2013. 567 funds tracked by Wall St. Rank hold MU as of Q1 2014.

  • Joho Capital reported no remaining Micron Technology position as of Q1 2014 after selling out during the quarter.
  • Joho Capital sold 2,361,697 Micron Technology shares in Q1 2014, an estimated $51.4M.
  • Joho Capital first reported a position in Micron Technology in Q2 2013 and held it in 3 quarters.
  • Joho Capital's Micron Technology position peaked at $84.4M in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Micron Technology as of Q1 2014.

Based on Joho Capital's 13F filing for Q1 2014, filed 15 May 2014.