MU β€” MICRON TECHNOLOGY INC

Ownership history in BDF-GESTION  Β·  4 quarters on record

AI Ownership Summary

BDF-GESTION reported MICRON TECHNOLOGY INC (MU) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.83% in 2024 Q3. The latest visible filing shows MU at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in MICRON TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MU was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BDF-GESTION held MU β€” position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,857 -40,143 -64.7% 0.76% $6.2M 2026-02-14 (Est.) $411.66
2024 Q4 UNCHANGED 62,000 β€” 0% 0.83% $7.7M 2025-01-17 $105.40
2024 Q3 UNCHANGED 62,000 β€” 0% 0.83% $7.7M 2024-10-15 $103.84
2024 Q2 INITIATED 62,000 β€” β€” 0.78% $8.2M 2024-07-11 $129.49

FAQ About BDF-GESTION and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has BDF-GESTION reported owning MU?

BDF-GESTION reported MU across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MU position in BDF-GESTION's portfolio?

The largest reported portfolio weight for MU was 0.83% in 2024 Q3.

What is the latest reported MU position on this page?

The most recent filing on this page is 2025 Q4, when BDF-GESTION reported 21,857 shares, equal to 0.76% of portfolio, with an estimated market value of $6.2M.

What does the chart on this MU ownership page compare?

The chart compares BDF-GESTION's quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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