Lansdowne Partners (UK)’s Micron Technology MU Stock Holding History

Lansdowne Partners (UK)’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	-1,046,777	Closed	-$89M	–	35
2021 Q2	$89M	Sell	1,046,777 -349,430	-25%	-$29.5M	3.55%	12
2021 Q1	$123M	Sell	1,396,207 -105,782	-7%	-$8.97M	4.01%	11
2020 Q4	$113M	Sell	1,501,989 -555,774	-27%	-$33.5M	3.66%	8
2020 Q3	$96.6M	Sell	2,057,763 -2,046,656	-50%	-$99.1M	3.88%	11
2020 Q2	$211M	Buy	4,104,419 +49,374	+1%	+$2.33M	8.84%	4
2020 Q1	$171M	Buy	4,055,045 +1,167,085	+40%	+$60.7M	9.45%	4
2019 Q4	$155M	Sell	2,887,960 -502,874	-15%	-$24M	4.2%	8
2019 Q3	$145M	Buy	3,390,834 +1,101,652	+48%	+$49.8M	3.86%	9
2019 Q2	$88.3M	Sell	2,289,182 -2,373,904	-51%	-$90.4M	2.17%	12
2019 Q1	$193M	Sell	4,663,086 -2,741,551	-37%	-$106M	4.28%	11
2018 Q4	$235M	Buy	+7,404,637	New	+$281M	3.47%	11
2018 Q2	–	Sell	-71,340	Closed	-$3.72M	–	55
2018 Q1	$3.72M	Buy	71,340 +22,540	+46%	+$1.08M	0.04%	32
2017 Q4	$2.01M	Buy	+48,800	New	+$2.1M	0.02%	41

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

Lansdowne Partners (UK)'s MU Position: Q3 2021 in Review

Lansdowne Partners (UK) sold out of Micron Technology (MU) in Q3 2021, closing a stake of 1,046,777 shares — an estimated $89M sold.

Lansdowne Partners (UK) first reported a position in MU in Q4 2017 and held it in 13 quarters. The position peaked at $235M in Q4 2018. 1,226 funds tracked by Wall St. Rank hold MU as of Q3 2021.

Lansdowne Partners (UK) reported no remaining Micron Technology position as of Q3 2021 after selling out during the quarter.
Lansdowne Partners (UK) sold 1,046,777 Micron Technology shares in Q3 2021, an estimated $89M.
Lansdowne Partners (UK) first reported a position in Micron Technology in Q4 2017 and held it in 13 quarters.
Lansdowne Partners (UK)'s Micron Technology position peaked at $235M in Q4 2018.
1,226 funds tracked by Wall St. Rank held Micron Technology as of Q3 2021.

Based on Lansdowne Partners (UK)'s 13F filing for Q3 2021, filed 12 Nov 2021.