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Nokota Management’s Micron Technology MU Stock Holding History

Nokota 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
2018
Q4 		– Sell
-400,000
Closed -$18.1M – 80
2018
Q3 		$18.1M Buy
400,000
+100,000
+33% +$5.04M 0.28% 51
2018
Q2 		$15.7M Sell
300,000
-2,200,000
-88% -$119M 0.24% 63
2018
Q1 		$130M Hold
2,500,000
– – 1.79% 11
2017
Q4 		$103M Buy
+2,500,000
New +$108M 1.98% 11

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nokota Management's MU Position: Q4 2021 in Review

Nokota Management opened a new position in Micron Technology (MU) in Q4 2021: 6,000 shares worth $559K. The stake represents 0.34% of the portfolio and ranks #46 among its holdings. This is a return to the name: Nokota Management previously reported a position in MU as recently as Q4 2018.

Nokota Management first reported a position in MU in Q1 2015 and has held it in 10 quarters since. The position peaked at $107M in Q4 2017. 1,423 funds tracked by Wall St. Rank hold MU as of Q4 2021.

  • Nokota Management held 6,000 shares of Micron Technology worth $559K as of Q4 2021.
  • Micron Technology was a new Nokota Management position in Q4 2021.
  • Micron Technology made up 0.34% of Nokota Management's portfolio in Q4 2021, its #46 holding.
  • Nokota Management first reported a position in Micron Technology in Q1 2015 and has held it in 10 quarters since.
  • Nokota Management's Micron Technology position peaked at $107M in Q4 2017.
  • 1,423 funds tracked by Wall St. Rank held Micron Technology as of Q4 2021.

Based on Nokota Management's 13F filing for Q4 2021, filed 14 Feb 2022.