Transform Wealth’s Micron Technology MU Stock Holding History

Transform Wealth’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
2022 Q2	–	Sell	-8,782	Closed	-$684K	–	214
2022 Q1	$684K	Sell	8,782 -1,620	-16%	-$138K	0.08%	135
2021 Q4	$969K	Sell	10,402 -65,303	-86%	-$5.1M	0.1%	113
2021 Q3	$5.37M	Buy	75,705 +2,074	+3%	+$156K	0.62%	57
2021 Q2	$6.26M	Buy	73,631 +39,761	+117%	+$3.36M	0.76%	49
2021 Q1	$2.99M	Sell	33,870 -2,976	-8%	-$252K	0.6%	61
2020 Q4	$2.77M	Sell	36,846 -35,132	-49%	-$2.12M	0.58%	62
2020 Q3	$3.38M	Buy	71,978 +1,272	+2%	+$61.6K	0.54%	61
2020 Q2	$3.64M	Buy	70,706 +2,521	+4%	+$119K	0.62%	60
2020 Q1	$2.87M	Buy	68,185 +9,188	+16%	+$478K	0.61%	62
2019 Q4	$3.17M	Buy	+58,997	New	+$2.82M	0.5%	70

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Transform Wealth's MU Position: Q2 2022 in Review

Transform Wealth sold out of Micron Technology (MU) in Q2 2022, closing a stake of 8,782 shares — an estimated $684K sold.

Transform Wealth first reported a position in MU in Q4 2019 and held it in 10 quarters. The position peaked at $6.26M in Q2 2021. 1,301 funds tracked by Wall St. Rank hold MU as of Q2 2022.

Transform Wealth reported no remaining Micron Technology position as of Q2 2022 after selling out during the quarter.
Transform Wealth sold 8,782 Micron Technology shares in Q2 2022, an estimated $684K.
Transform Wealth first reported a position in Micron Technology in Q4 2019 and held it in 10 quarters.
Transform Wealth's Micron Technology position peaked at $6.26M in Q2 2021.
1,301 funds tracked by Wall St. Rank held Micron Technology as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.