SkyTop Capital Management’s Micron Technology MU Stock Holding History

SkyTop Capital 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	-32,000	Closed	-$1.45M	–	26
2018 Q3	$1.45M	Sell	32,000 -40,000	-56%	-$2.02M	1.17%	18
2018 Q2	$3.78M	Buy	72,000 +55,000	+324%	+$2.97M	3.39%	12
2018 Q1	$886K	Sell	17,000 -13,000	-43%	-$622K	1.03%	14
2017 Q4	$1.23M	Buy	+30,000	New	+$1.29M	1.25%	13
2015 Q2	–	Sell	-782,005	Closed	-$21.2M	–	22
2015 Q1	$21.2M	Hold	782,005	–	–	13.38%	1
2014 Q4	$27.4M	Sell	782,005 -100,000	-11%	-$3.31M	15.23%	1
2014 Q3	$30.2M	Sell	882,005 -14,000	-2%	-$453K	23.28%	1
2014 Q2	$29.5M	Buy	896,005 +276,306	+45%	+$7.53M	17.85%	1
2014 Q1	$14.7M	Buy	619,699 +268,425	+76%	+$6.38M	7.25%	3
2013 Q4	$7.64M	Buy	+351,274	New	+$6.83M	3.68%	12

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyTop Capital Management's MU Position: Q4 2018 in Review

SkyTop Capital Management sold out of Micron Technology (MU) in Q4 2018, closing a stake of 32,000 shares — an estimated $1.45M sold.

SkyTop Capital Management first reported a position in MU in Q4 2013 and held it in 10 quarters. The position peaked at $30.2M in Q3 2014. 904 funds tracked by Wall St. Rank hold MU as of Q4 2018.

SkyTop Capital Management reported no remaining Micron Technology position as of Q4 2018 after selling out during the quarter.
SkyTop Capital Management sold 32,000 Micron Technology shares in Q4 2018, an estimated $1.45M.
SkyTop Capital Management first reported a position in Micron Technology in Q4 2013 and held it in 10 quarters.
SkyTop Capital Management's Micron Technology position peaked at $30.2M in Q3 2014.
904 funds tracked by Wall St. Rank held Micron Technology as of Q4 2018.

Based on SkyTop Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.