MU β€” MICRON TECHNOLOGY INC Com

Ownership history in BARCLAYS PLC  Β·  167 quarters on record

This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in MICRON TECHNOLOGY INC Com (MU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.59% (2025 Q4)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2006 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
167

Position Intelligence

BARCLAYS PLC Γ— MU AI Analytics

πŸ“ˆ BARCLAYS PLC outperformed the S&P 500 by +7.8% annually on this MU position. Timing score: 45% (75/166 decisions correct). Average cost basis: $45.03. Maximum drawdown during holding period: –84.8%.

πŸ“ˆ Position Alpha vs SPY
+7.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.8% per year on this position.
166 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
75 of 166 add/trim decisions correct

πŸ’° Entry Quality
$45.03
+533.8% vs current ($285.41)

Best entry: $2.58 (2008 Q4)  Β·  Worst: $285.41 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–84.8%
max drawdown while held

πŸ’ͺ Held through 6 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
55%
buy-side decisions

92 adds Β· 75 trims. Bought during 18 of 31 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,010,300 +394,800 +64.1% 0.07% $288.3M $285.41
2025 Q4 REDUCED 615,500 -8,060,988 -92.9% 0.04% $175.7M $285.41
2025 Q4 ADDED 8,676,488 +1,880,220 +27.7% 0.59% $2.48B $285.41
2025 Q3 ADDED 6,796,268 +215,540 +3.3% 0.25% $1.14B $167.15
2025 Q2 ADDED 6,580,728 +465,912 +7.6% 0.32% $811.1M $123.01
2025 Q1 ADDED 6,114,816 +235,872 +4.0% 0.15% $531.3M $86.72
2024 Q4 ADDED 5,878,944 +4,374,244 +290.7% 0.14% $494.8M $83.89
2024 Q4 ADDED 1,504,700 +823,700 +121.0% 0.04% $126.6M $83.89
2024 Q4 ADDED 681,000 +257,800 +60.9% 0.02% $57.3M $83.89
2024 Q3 REDUCED 423,200 -5,402,025 -92.7% 0.01% $43.9M $103.12
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