Lazard Asset Management
LUNA

Lazard Asset Management’s Luna Innovations Incorporated LUNA Stock Holding History

Lazard Asset 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
2023
Q4 		– Sell
-7,392
Closed -$43K – 2557
2023
Q3 		$43K Buy
+7,392
New +$56K ﹤0.01% 1904

Other funds holding LUNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Lazard Asset Management's LUNA Position: Q4 2023 in Review

Lazard Asset Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2023, closing a stake of 7,392 shares — an estimated $43K sold.

Lazard Asset Management first reported a position in LUNA in Q3 2023 and held it in 1 quarter. The position peaked at $43K in Q3 2023. 79 funds tracked by Wall St. Rank hold LUNA as of Q4 2023.

  • Lazard Asset Management reported no remaining Luna Innovations Incorporated position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 7,392 Luna Innovations Incorporated shares in Q4 2023, an estimated $43K.
  • Lazard Asset Management first reported a position in Luna Innovations Incorporated in Q3 2023 and held it in 1 quarter.
  • Lazard Asset Management's Luna Innovations Incorporated position peaked at $43K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.