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Third Point’s Micron Technology MU Stock Holding History

Third Point’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
Q3 		– Sell
-275,000
Closed -$36.1M – 51
2024
Q2 		$36.1M Buy
+275,000
New +$34.7M 0.41% 34
2023
Q3 		– Sell
-1,550,000
Closed -$97.6M – 46
2023
Q2 		$97.6M Buy
1,550,000
+350,000
+29% +$22.5M 1.43% 24
2023
Q1 		$72.3M Buy
+1,200,000
New +$70.3M 1.18% 19

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Third Point's MU Position: Q3 2024 in Review

Third Point sold out of Micron Technology (MU) in Q3 2024, closing a stake of 275,000 shares — an estimated $36.1M sold.

Third Point first reported a position in MU in Q1 2023 and held it in 3 quarters. The position peaked at $97.6M in Q2 2023. 1,717 funds tracked by Wall St. Rank hold MU as of Q3 2024.

  • Third Point reported no remaining Micron Technology position as of Q3 2024 after selling out during the quarter.
  • Third Point sold 275,000 Micron Technology shares in Q3 2024, an estimated $36.1M.
  • Third Point first reported a position in Micron Technology in Q1 2023 and held it in 3 quarters.
  • Third Point's Micron Technology position peaked at $97.6M in Q2 2023.
  • 1,717 funds tracked by Wall St. Rank held Micron Technology as of Q3 2024.

Based on Third Point's 13F filing for Q3 2024, filed 14 Nov 2024.