LCM
LUNA

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

Legato 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
2024
Q1 		– Sell
-141,877
Closed -$943K – 633
2023
Q4 		$943K Hold
141,877
– – 0.12% 282
2023
Q3 		$831K Sell
141,877
-6,713
-5% -$50.8K 0.12% 287
2023
Q2 		$1.36M Buy
148,590
+39,519
+36% +$313K 0.18% 179
2023
Q1 		$784K Hold
109,071
– – 0.14% 246
2022
Q4 		$959K Buy
+109,071
New +$691K 0.18% 192

Other funds holding LUNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legato Capital Management's LUNA Position: Q1 2024 in Review

Legato Capital Management sold out of Luna Innovations Incorporated (LUNA) in Q1 2024, closing a stake of 141,877 shares — an estimated $943K sold.

Legato Capital Management first reported a position in LUNA in Q4 2022 and held it in 5 quarters. The position peaked at $1.36M in Q2 2023. 87 funds tracked by Wall St. Rank hold LUNA as of Q1 2024.

  • Legato Capital Management reported no remaining Luna Innovations Incorporated position as of Q1 2024 after selling out during the quarter.
  • Legato Capital Management sold 141,877 Luna Innovations Incorporated shares in Q1 2024, an estimated $943K.
  • Legato Capital Management first reported a position in Luna Innovations Incorporated in Q4 2022 and held it in 5 quarters.
  • Legato Capital Management's Luna Innovations Incorporated position peaked at $1.36M in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2024.

Based on Legato Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.