DGI
LUNA

Disciplined Growth Investors’s Luna Innovations Incorporated LUNA Stock Holding History

Disciplined Growth Investors’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
-903,468
Closed -$2.9M – 69
2024
Q1 		$2.9M Buy
903,468
+61,821
+7% +$394K 0.05% 60
2023
Q4 		$5.6M Buy
+841,647
New +$5.19M 0.12% 53

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

Disciplined Growth Investors's LUNA Position: Q2 2024 in Review

Disciplined Growth Investors sold out of Luna Innovations Incorporated (LUNA) in Q2 2024, closing a stake of 903,468 shares — an estimated $2.9M sold.

Disciplined Growth Investors first reported a position in LUNA in Q4 2023 and held it in 2 quarters. The position peaked at $5.6M in Q4 2023. 85 funds tracked by Wall St. Rank hold LUNA as of Q2 2024.

  • Disciplined Growth Investors reported no remaining Luna Innovations Incorporated position as of Q2 2024 after selling out during the quarter.
  • Disciplined Growth Investors sold 903,468 Luna Innovations Incorporated shares in Q2 2024, an estimated $2.9M.
  • Disciplined Growth Investors first reported a position in Luna Innovations Incorporated in Q4 2023 and held it in 2 quarters.
  • Disciplined Growth Investors's Luna Innovations Incorporated position peaked at $5.6M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2024.

Based on Disciplined Growth Investors's 13F filing for Q2 2024, filed 15 Aug 2024.