Joel Greenblatt's MU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 298,570 shares of Micron Technology, Inc. (MU) worth $49.96 M, representing 0.22% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MU, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 1.9 M shares. Largest reduction occurred in Q3 2017, reducing 2.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +15,339 | New Buy | 15,339 | $23.67 |
| Q2 2014 | -15,339 | Sold Out | 15,339 | $0.00 |
| Q3 2014 | +1.36 M | New Buy | 1.36 M | $34.26 |
| Q4 2014 | -208,996 | Reduce 15.33% | 1.15 M | $35.01 |
| Q1 2015 | +964,288 | Add 83.54% | 2.12 M | $27.13 |
| Q2 2015 | +1.9 M | Add 89.80% | 4.02 M | $18.84 |
| Q3 2015 | -256,361 | Reduce 6.38% | 3.76 M | $14.98 |
| Q4 2015 | -3.76 M | Sold Out | 3.76 M | $0.00 |
| Q3 2017 | +1.48 M | New Buy | 1.48 M | $39.33 |
| Q4 2017 | +161,696 | Add 10.94% | 1.64 M | $41.12 |
| Q1 2018 | -164,080 | Reduce 10.01% | 1.48 M | $52.14 |
| Q2 2018 | -11,022 | Reduce 0.75% | 1.46 M | $52.44 |
| Q3 2018 | -81,781 | Reduce 5.58% | 1.38 M | $45.23 |
| Q4 2018 | +217,588 | Add 15.74% | 1.6 M | $31.73 |
| Q1 2019 | -168,986 | Reduce 10.56% | 1.43 M | $41.33 |
| Q2 2019 | -803,429 | Reduce 56.14% | 627,774 | $38.59 |
| Q3 2019 | -376,009 | Reduce 59.90% | 251,765 | $42.87 |
| Q4 2019 | -195,901 | Reduce 77.81% | 55,864 | $53.77 |
| Q1 2020 | -48,308 | Reduce 86.47% | 7,556 | $42.09 |
| Q2 2020 | +22,760 | Add 301.22% | 30,316 | $51.52 |
| Q3 2020 | -438 | Reduce 1.44% | 29,878 | $46.96 |
| Q4 2020 | -5,301 | Reduce 17.74% | 24,577 | $75.19 |
| Q1 2021 | -6,954 | Reduce 28.29% | 17,623 | $88.24 |
| Q2 2021 | +4,037 | Add 22.91% | 21,660 | $85.00 |
| Q3 2021 | +108,075 | Add 498.96% | 129,735 | $70.98 |
| Q4 2021 | +32,238 | Add 24.85% | 161,973 | $93.15 |
| Q1 2022 | +47,093 | Add 29.07% | 209,066 | $77.89 |
| Q2 2022 | +83,598 | Add 39.99% | 292,664 | $55.28 |
| Q3 2022 | -35,693 | Reduce 12.20% | 256,971 | $50.10 |
| Q4 2022 | -215,308 | Reduce 83.79% | 41,663 | $49.98 |
| Q1 2023 | -11,231 | Reduce 26.96% | 30,432 | $60.34 |
| Q2 2023 | -3,840 | Reduce 12.62% | 26,592 | $63.11 |
| Q3 2023 | +281 | Add 1.06% | 26,873 | $68.03 |
| Q4 2023 | +29,366 | Add 109.28% | 56,239 | $85.34 |
| Q1 2024 | +11,707 | Add 20.82% | 67,946 | $117.89 |
| Q2 2024 | +5,274 | Add 7.76% | 73,220 | $131.53 |
| Q3 2024 | +82,303 | Add 112.41% | 155,523 | $103.71 |
| Q4 2024 | -36,920 | Reduce 23.74% | 118,603 | $84.16 |
| Q1 2025 | +14,955 | Add 12.61% | 133,558 | $86.89 |
| Q2 2025 | +137,147 | Add 102.69% | 270,705 | $123.25 |
| Q3 2025 | +27,865 | Add 10.29% | 298,570 | $167.32 |
Joel Greenblatt's Micron Technology Investment FAQs
Joel Greenblatt first purchased Micron Technology, Inc. (MU) in Q1 2014, acquiring 15,339 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Micron Technology, Inc. (MU) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Micron Technology, Inc. (MU) was in Q2 2015, adding 4,021,039 shares worth $75.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 298,570 shares of Micron Technology, Inc. (MU), valued at approximately $49.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Micron Technology, Inc. (MU) represents approximately 0.22% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Micron Technology, Inc. (MU) was 4,021,039 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.