BIMC
LUNA

Benson Investment Management Company’s Luna Innovations Incorporated LUNA Stock Holding History

Benson Investment Management Company’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
2021
Q3 		– Sell
-39,798
Closed -$431K – 72
2021
Q2 		$431K Buy
39,798
+570
+1% +$6.2K 0.22% 47
2021
Q1 		$413K Buy
39,228
+35,528
+960% +$397K 0.24% 41
2020
Q4 		$37K Buy
+3,700
New +$29.5K 0.02% 46

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Benson Investment Management Company's LUNA Position: Q3 2021 in Review

Benson Investment Management Company sold out of Luna Innovations Incorporated (LUNA) in Q3 2021, closing a stake of 39,798 shares — an estimated $431K sold.

Benson Investment Management Company first reported a position in LUNA in Q4 2020 and held it in 3 quarters. The position peaked at $431K in Q2 2021. 81 funds tracked by Wall St. Rank hold LUNA as of Q3 2021.

  • Benson Investment Management Company reported no remaining Luna Innovations Incorporated position as of Q3 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 39,798 Luna Innovations Incorporated shares in Q3 2021, an estimated $431K.
  • Benson Investment Management Company first reported a position in Luna Innovations Incorporated in Q4 2020 and held it in 3 quarters.
  • Benson Investment Management Company's Luna Innovations Incorporated position peaked at $431K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2021.

Based on Benson Investment Management Company's 13F filing for Q3 2021, filed 13 Oct 2021.