Sugarloaf Wealth Management’s Micron Technology MU Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$16.6K	Buy	+197	New	+$20K	﹤0.01%	427
2024 Q2	–	Sell	-100	Closed	-$11.8K	–	677
2024 Q1	$11.8K	Buy	+100	New	+$9.05K	﹤0.01%	465
2023 Q3	–	Hold	0	–	–	–	677
2023 Q1	–	Sell	-1	Closed	-$59	–	698
2022 Q4	$20	Hold	1	–	–	﹤0.01%	782
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	781
2022 Q2	$0	Sell	1 -99	-99%	-$6.72K	﹤0.01%	813
2022 Q1	$8K	Sell	100 -301	-75%	-$25.7K	﹤0.01%	513
2021 Q4	$37K	Buy	401 +1	+0.3%	+$78	0.01%	335
2021 Q3	$28K	Hold	400	–	–	0.01%	362
2021 Q2	$34K	Sell	400 -50	-11%	-$4.22K	0.01%	331
2021 Q1	$40	Hold	450	–	–	0.01%	304
2020 Q4	$34K	Buy	+450	New	+$27.1K	0.01%	300

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's MU Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Micron Technology (MU) in Q4 2024: 197 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in MU as recently as Q1 2024.

Sugarloaf Wealth Management first reported a position in MU in Q4 2020 and has held it in 11 quarters since. The position peaked at $37K in Q4 2021. 1,705 funds tracked by Wall St. Rank hold MU as of Q4 2024.

Sugarloaf Wealth Management held 197 shares of Micron Technology worth $16.6K as of Q4 2024.
Micron Technology was a new Sugarloaf Wealth Management position in Q4 2024.
Micron Technology made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #427 holding.
Sugarloaf Wealth Management first reported a position in Micron Technology in Q4 2020 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Micron Technology position peaked at $37K in Q4 2021.
1,705 funds tracked by Wall St. Rank held Micron Technology as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.