Ownership history in SWS Partners Β· 6 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in MICRON TECHNOLOGY INC (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.
π SWS Partners outperformed the S&P 500 by +90.7% annually on this MU position. Timing score: 40% (2/5 decisions correct). Average cost basis: $104.13. Maximum drawdown during holding period: β18.6%.
π₯ Exceptional β beat the S&P 500 by 90.7% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $83.89 (2024 Q4) Β· Worst: $123.01 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π SWS Partners has been actively increasing its MU allocation β a bullish signal from insiders.
Currently 1.13% of portfolio
β 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.
As of 2025 Q4 β sorted by position size