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LUNA

Navellier & Associates’s Luna Innovations Incorporated LUNA Stock Holding History

Navellier & Associates’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
2020
Q4 		– Sell
-22,349
Closed -$134K – 305
2020
Q3 		$134K Hold
22,349
– – 0.03% 220
2020
Q2 		$131K Buy
22,349
+4,186
+23% +$27.3K 0.03% 226
2020
Q1 		$112K Buy
+18,163
New +$134K 0.03% 218

Other funds holding LUNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Navellier & Associates's LUNA Position: Q4 2020 in Review

Navellier & Associates sold out of Luna Innovations Incorporated (LUNA) in Q4 2020, closing a stake of 22,349 shares — an estimated $134K sold.

Navellier & Associates first reported a position in LUNA in Q1 2020 and held it in 3 quarters. The position peaked at $134K in Q3 2020. 72 funds tracked by Wall St. Rank hold LUNA as of Q4 2020.

  • Navellier & Associates reported no remaining Luna Innovations Incorporated position as of Q4 2020 after selling out during the quarter.
  • Navellier & Associates sold 22,349 Luna Innovations Incorporated shares in Q4 2020, an estimated $134K.
  • Navellier & Associates first reported a position in Luna Innovations Incorporated in Q1 2020 and held it in 3 quarters.
  • Navellier & Associates's Luna Innovations Incorporated position peaked at $134K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2020.

Based on Navellier & Associates's 13F filing for Q4 2020, filed 5 Feb 2021.