Credit Suisse’s Luna Innovations Incorporated LUNA Stock Holding History

Credit Suisse’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
2022 Q3	–	Sell	-16	Closed	–	–	4560
2022 Q2	$0	Buy	+16	New	+$94	﹤0.01%	4621
2021 Q1	–	Sell	-16,851	Closed	-$166K	–	4733
2020 Q4	$166K	Buy	+16,851	New	+$134K	﹤0.01%	4125
2020 Q2	–	Sell	-58,438	Closed	-$359K	–	4303
2020 Q1	$359K	Sell	58,438 -47,069	-45%	-$348K	﹤0.01%	3305
2019 Q4	$769K	Buy	+105,507	New	+$696K	﹤0.01%	3301

Other funds holding LUNA

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Credit Suisse's LUNA Position: Q3 2022 in Review

Credit Suisse sold out of Luna Innovations Incorporated (LUNA) in Q3 2022, closing a stake of 16 shares.

Credit Suisse first reported a position in LUNA in Q4 2019 and held it in 4 quarters. The position peaked at $769K in Q4 2019. 64 funds tracked by Wall St. Rank hold LUNA as of Q3 2022.

Credit Suisse reported no remaining Luna Innovations Incorporated position as of Q3 2022 after selling out during the quarter.
Credit Suisse sold 16 Luna Innovations Incorporated shares in Q3 2022.
Credit Suisse first reported a position in Luna Innovations Incorporated in Q4 2019 and held it in 4 quarters.
Credit Suisse's Luna Innovations Incorporated position peaked at $769K in Q4 2019.
64 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.