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Kiltearn Partners’s Micron Technology MU Stock Holding History

Kiltearn 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
2025
Q1 		– Sell
-60,576
Closed -$5.1M – 31
2024
Q4 		$5.1M Sell
60,576
-6,800
-10% -$692K 0.84% 30
2024
Q3 		$6.99M Sell
67,376
-26,630
-28% -$2.78M 0.95% 29
2024
Q2 		$12.4M Sell
94,006
-206,354
-69% -$26M 1.5% 27
2024
Q1 		$37.3M Sell
300,360
-267,000
-47% -$24.2M 3.45% 10
2023
Q4 		$48.4M Sell
567,360
-72,300
-11% -$5.37M 3.73% 10
2023
Q3 		$43.5M Sell
639,660
-118,900
-16% -$7.96M 3.44% 10
2023
Q2 		$47.9M Buy
758,560
+29,400
+4% +$1.89M 3.5% 10
2023
Q1 		$44M Sell
729,160
-3,900
-0.5% -$229K 3.18% 15
2022
Q4 		$36.6M Sell
733,060
-115,530
-14% -$6.32M 2.69% 17
2022
Q3 		$42.5M Buy
848,590
+156,900
+23% +$9.1M 2.46% 21
2022
Q2 		$38.2M Buy
691,690
+326,090
+89% +$22.1M 2% 25
2022
Q1 		$28.5M Buy
365,600
+109,700
+43% +$9.35M 1.22% 32
2021
Q4 		$23.8M Buy
255,900
+10,400
+4% +$812K 0.98% 32
2021
Q3 		$17.4M Buy
+245,500
New +$18.4M 0.72% 32

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiltearn Partners's MU Position: Q1 2025 in Review

Kiltearn Partners sold out of Micron Technology (MU) in Q1 2025, closing a stake of 60,576 shares — an estimated $5.1M sold.

Kiltearn Partners first reported a position in MU in Q3 2021 and held it in 14 quarters. The position peaked at $48.4M in Q4 2023. 1,728 funds tracked by Wall St. Rank hold MU as of Q1 2025.

  • Kiltearn Partners reported no remaining Micron Technology position as of Q1 2025 after selling out during the quarter.
  • Kiltearn Partners sold 60,576 Micron Technology shares in Q1 2025, an estimated $5.1M.
  • Kiltearn Partners first reported a position in Micron Technology in Q3 2021 and held it in 14 quarters.
  • Kiltearn Partners's Micron Technology position peaked at $48.4M in Q4 2023.
  • 1,728 funds tracked by Wall St. Rank held Micron Technology as of Q1 2025.

Based on Kiltearn Partners's 13F filing for Q1 2025, filed 14 May 2025.