Turiya Advisors Asia’s Micron Technology MU Stock Holding History

Turiya Advisors Asia’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
2020 Q2	–	Sell	-400,300	Closed	-$16.8M	–	10
2020 Q1	$16.8M	Buy	+400,300	New	+$20.8M	6.94%	7
2015 Q1	–	Sell	-6,820,932	Closed	-$239M	–	2
2014 Q4	$239M	Sell	6,820,932 -1,516,824	-18%	-$50.2M	25.62%	2
2014 Q3	$286M	Sell	8,337,756 -376,500	-4%	-$12.2M	27.6%	2
2014 Q2	$287M	Sell	8,714,256 -356,000	-4%	-$9.71M	27.89%	1
2014 Q1	$215M	Buy	9,070,256 +1,005,100	+12%	+$23.9M	20.22%	2
2013 Q4	$175M	Sell	8,065,156 -3,868,708	-32%	-$75.2M	15.41%	3
2013 Q3	$208M	Sell	11,933,864 -2,048,618	-15%	-$29.7M	19.97%	1
2013 Q2	$200M	Buy	+13,982,482	New	+$155M	23.08%	1

Other funds holding MU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

Fidelity Investments

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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