EVM
LUNA

Eaton Vance Management’s Luna Innovations Incorporated LUNA Stock Holding History

Eaton Vance Management’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
Q4 		– Sell
-286
Closed – – 2934
2021
Q3 		$0 Buy
286
+92
+47% +$994 ﹤0.01% 2901
2021
Q2 		$2K Sell
194
-312
-62% -$3.4K ﹤0.01% 2743
2021
Q1 		$5K Buy
+506
New +$5.66K ﹤0.01% 2635

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eaton Vance Management's LUNA Position: Q4 2021 in Review

Eaton Vance Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2021, closing a stake of 286 shares.

Eaton Vance Management first reported a position in LUNA in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 76 funds tracked by Wall St. Rank hold LUNA as of Q4 2021.

  • Eaton Vance Management reported no remaining Luna Innovations Incorporated position as of Q4 2021 after selling out during the quarter.
  • Eaton Vance Management sold 286 Luna Innovations Incorporated shares in Q4 2021.
  • Eaton Vance Management first reported a position in Luna Innovations Incorporated in Q1 2021 and held it in 3 quarters.
  • Eaton Vance Management's Luna Innovations Incorporated position peaked at $5K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2021.

Based on Eaton Vance Management's 13F filing for Q4 2021, filed 14 Feb 2022.