AB
LUNA

Amalgamated Bank’s Luna Innovations Incorporated LUNA Stock Holding History

Amalgamated Bank’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,084
Closed -$3K – 3184
2024
Q1 		$3K Sell
1,084
-3,465
-76% -$22.1K ﹤0.01% 2863
2023
Q4 		$30K Sell
4,549
-322
-7% -$1.99K ﹤0.01% 2470
2023
Q3 		$29K Hold
4,871
– – ﹤0.01% 2490
2023
Q2 		$44K Buy
+4,871
New +$38.6K ﹤0.01% 2383
2022
Q2 		– Sell
-5,040
Closed -$39K – 3348
2022
Q1 		$39K Buy
+5,040
New +$36.2K ﹤0.01% 2589

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amalgamated Bank's LUNA Position: Q2 2024 in Review

Amalgamated Bank sold out of Luna Innovations Incorporated (LUNA) in Q2 2024, closing a stake of 1,084 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in LUNA in Q1 2022 and held it in 5 quarters. The position peaked at $44K in Q2 2023. 85 funds tracked by Wall St. Rank hold LUNA as of Q2 2024.

  • Amalgamated Bank reported no remaining Luna Innovations Incorporated position as of Q2 2024 after selling out during the quarter.
  • Amalgamated Bank sold 1,084 Luna Innovations Incorporated shares in Q2 2024, an estimated $3K.
  • Amalgamated Bank first reported a position in Luna Innovations Incorporated in Q1 2022 and held it in 5 quarters.
  • Amalgamated Bank's Luna Innovations Incorporated position peaked at $44K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2024.

Based on Amalgamated Bank's 13F filing for Q2 2024, filed 12 Aug 2024.