Wishbone Management’s Micron Technology MU Stock Holding History

Wishbone 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
2022 Q4	–	Sell	-1,270,000	Closed	-$63.6M	–	11
2022 Q3	$63.6M	Buy	1,270,000 +100,000	+9%	+$5.8M	18.32%	1
2022 Q2	$64.7M	Hold	1,170,000	–	–	23.56%	1
2022 Q1	$91.1M	Sell	1,170,000 -469,000	-29%	-$40M	17.87%	1
2021 Q4	$153M	Sell	1,639,000 -461,000	-22%	-$36M	20.78%	1
2021 Q3	$149M	Buy	2,100,000 +478,000	+29%	+$35.9M	20.57%	1
2021 Q2	$138M	Buy	1,622,000 +142,000	+10%	+$12M	21.27%	1
2021 Q1	$131M	Buy	1,480,000 +405,000	+38%	+$34.4M	21.92%	1
2020 Q4	$80.8M	Buy	+1,075,000	New	+$64.8M	18.5%	2

Other funds holding MU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wishbone Management's MU Position: Q4 2022 in Review

Wishbone Management sold out of Micron Technology (MU) in Q4 2022, closing a stake of 1,270,000 shares — an estimated $63.6M sold.

Wishbone Management first reported a position in MU in Q4 2020 and held it in 8 quarters. The position peaked at $153M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold MU as of Q4 2022.

Wishbone Management reported no remaining Micron Technology position as of Q4 2022 after selling out during the quarter.
Wishbone Management sold 1,270,000 Micron Technology shares in Q4 2022, an estimated $63.6M.
Wishbone Management first reported a position in Micron Technology in Q4 2020 and held it in 8 quarters.
Wishbone Management's Micron Technology position peaked at $153M in Q4 2021.
1,223 funds tracked by Wall St. Rank held Micron Technology as of Q4 2022.

Based on Wishbone Management's 13F filing for Q4 2022, filed 13 Feb 2023.