LP
LUNA

LMR Partners’s Luna Innovations Incorporated LUNA Stock Holding History

LMR Partners’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
Q2 		– Sell
-22,008
Closed -$158K – 1268
2023
Q1 		$158K Buy
+22,008
New +$194K ﹤0.01% 885
2022
Q4 		– Sell
-11,007
Closed -$49K – 1603
2022
Q3 		$49K Hold
11,007
– – ﹤0.01% 1101
2022
Q2 		$64K Buy
+11,007
New +$64.9K ﹤0.01% 1141

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LMR Partners's LUNA Position: Q2 2023 in Review

LMR Partners sold out of Luna Innovations Incorporated (LUNA) in Q2 2023, closing a stake of 22,008 shares — an estimated $158K sold.

LMR Partners first reported a position in LUNA in Q2 2022 and held it in 3 quarters. The position peaked at $158K in Q1 2023. 81 funds tracked by Wall St. Rank hold LUNA as of Q2 2023.

  • LMR Partners reported no remaining Luna Innovations Incorporated position as of Q2 2023 after selling out during the quarter.
  • LMR Partners sold 22,008 Luna Innovations Incorporated shares in Q2 2023, an estimated $158K.
  • LMR Partners first reported a position in Luna Innovations Incorporated in Q2 2022 and held it in 3 quarters.
  • LMR Partners's Luna Innovations Incorporated position peaked at $158K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2023.

Based on LMR Partners's 13F filing for Q2 2023, filed 14 Aug 2023.