Micron Technology MUKoreans' No. 9 US holding
Micron MU: CEO Mehrotra Sanjay sold $133.8M in 171 sales in the last year
3,889 13F filers hold it, 877 more than the quarter before. Micron is Koreans' 9th largest US holding.
Korean holdings ranking published 09/22 · written 10/04
Koreans
Koreans' 9th largest holding
Koreans hold $5.1B of Micron MU (published 09/22). Units Koreans hold moved −1.5% over 09/22~09/29, an estimated net outflow of $74.2M (held on 09/29). Through 13 ETFs Koreans hold $3.6B more (holdings of 05/31). 4 members of the National Assembly hold it (published 03/26).
Wall Street
Coatue added, Bridgewater cut
3,889 13F filers held Micron MU for 06/30, 877 more than the quarter before, with shares held up 1.2%. Coatue Management raised its holding 1793.7% to 3,142,269 shares worth $3.6B (filed 08/14). Appaloosa cut 41.4% and Bridgewater Associates cut 92.1% (filed 08/14).
Insiders
The CEO's 171 sales in a year
CEO Mehrotra Sanjay sold $133.8M in 171 sales in the last year. His latest filing was a $1.8M sale under a pre-set plan (filed 06/30). There are 4 planned-sale notices in the last 90 days, including 40,000 shares for $39.6M from the CEO (filed 08/21). CLO Michael Charles Ray sold $9.8M in 47 sales in the last year.
Politics and policy
4 lawmakers traded, 1 Trump post
4 members of Congress traded Micron MU in the last 90 days, all 4 purchases (reported 08/07). 1 Truth Social post named the company directly (published 07/10).
What comes next
Next: ex-dividend on 10/14
Micron MU goes ex-dividend on 10/14. It is the next date for Koreans' 9th largest holding.
The numbers in this report
- Korean holdingsKoreans' rank 9 · $5.1B heldPublished 09/22
- Koreans · held through ETFsKoreans hold $3.6B more through 13 ETFs · 71.5% of the direct holdingHoldings of 05/31
- Wall Street · change in 13F holders3,889 13F filers hold it · +877 against the quarter before · shares held +1.2%Holdings of 06/30
- US Congress · 90-day trades4 members of Congress traded it in 90 days · 4 purchasesReported 08/07
- Trump · direct mentions in 90 daysNamed in 1 Truth Social posts and announcements in 90 daysPublished 07/10
- Koreans · change in shares heldUnits Koreans hold −1.5% over 09/22~09/29 · estimated net outflow $74.2MHeld on 09/29
- Calendar · next 14 days10/14 ex-dividendDue 10/14
- Korean lawmakers · holding this stock4 members of the National Assembly hold itPublished 03/26
- Insider · last yearMehrotra Sanjay, CEO · the last year: 0 open-market buys · 171 sales $133.8MFiled 06/30
- Insider · last yearMichael Charles Ray, CLO · the last year: 0 open-market buys · 47 sales $9.8MFiled 05/05
- Insider · last yearSumit Sadana, Chief Officer · the last year: 0 open-market buys · 4 sales $20.9MFiled 04/14
- Fund · 13FCoatue Management LLC · 3,142,269 sh · $3.6B · 7.5% of the portfolioHoldings of 06/30 · reported 08/14
- Fund · 13FCoatue Management raised its Micron Technology MU holding 1793.7% · 3,142,269 sh · worth $3.6BFiled 08/14
- Fund · 13FAppaloosa cut its Micron Technology MU holding 41.4% · 975,000 sh · worth $1.1BFiled 08/14
- Fund · 13FBridgewater Associates, LP · 116,666 sh · $134.7M · 0.6% of the portfolioHoldings of 06/30 · reported 08/14
- Fund · 13FBridgewater Associates cut its Micron Technology MU holding 92.1% · 116,666 sh · worth $134.7MFiled 08/14
- Planned sale4 planned-sale notices in the last 90 days
- Planned saleMehrotra Sanjay, CEO — plans to sell 40,000 sh of Micron Technology MU · $39.6M · around 08/21 · under a pre-set planFiled 08/21
- Planned saleSumit Sadana, Officer — plans to sell 15,000 sh of Micron Technology MU · $14M · around 08/18Filed 08/18
- Planned saleMehrotra Sanjay, CEO — plans to sell 40,000 sh of Micron Technology MU · $37.3M · around 07/24 · under a pre-set planFiled 07/24
- Planned saleScott R. Allen, CAO — plans to sell 879 sh of Micron Technology MU · $879K · around 07/23Filed 07/23
- US Congress · 90 days4 members of Congress traded in the last 90 days · 4 buys · 0 sales
- Trump · 90 days1 Trump posts and government announcements named it in the last 90 days