KCM
LUNA

Kennedy Capital Management’s Luna Innovations Incorporated LUNA Stock Holding History

Kennedy Capital 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
2022
Q4 		– Sell
-61,458
Closed -$273K – 661
2022
Q3 		$273K Buy
+61,458
New +$351K 0.01% 582

Other funds holding LUNA

RA
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
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
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
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
HighTower Advisors
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kennedy Capital Management's LUNA Position: Q4 2022 in Review

Kennedy Capital Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2022, closing a stake of 61,458 shares — an estimated $273K sold.

Kennedy Capital Management first reported a position in LUNA in Q3 2022 and held it in 1 quarter. The position peaked at $273K in Q3 2022. 74 funds tracked by Wall St. Rank hold LUNA as of Q4 2022.

  • Kennedy Capital Management reported no remaining Luna Innovations Incorporated position as of Q4 2022 after selling out during the quarter.
  • Kennedy Capital Management sold 61,458 Luna Innovations Incorporated shares in Q4 2022, an estimated $273K.
  • Kennedy Capital Management first reported a position in Luna Innovations Incorporated in Q3 2022 and held it in 1 quarter.
  • Kennedy Capital Management's Luna Innovations Incorporated position peaked at $273K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2022.

Based on Kennedy Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.