State of Wisconsin Investment Board
LUNA

State of Wisconsin Investment Board’s Luna Innovations Incorporated LUNA Stock Holding History

State of Wisconsin Investment Board’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
Q1 		– Sell
-42,400
Closed -$373K – 2674
2022
Q4 		$373K Sell
42,400
-9,706
-19% -$61.5K ﹤0.01% 2018
2022
Q3 		$231K Sell
52,106
-26,679
-34% -$152K ﹤0.01% 2346
2022
Q2 		$459K Buy
78,785
+45,285
+135% +$267K ﹤0.01% 2112
2022
Q1 		$258K Buy
+33,500
New +$241K ﹤0.01% 2124
2021
Q4 		– Sell
-10,800
Closed -$103K – 2296
2021
Q3 		$103K Buy
+10,800
New +$117K ﹤0.01% 2103

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State of Wisconsin Investment Board's LUNA Position: Q1 2023 in Review

State of Wisconsin Investment Board sold out of Luna Innovations Incorporated (LUNA) in Q1 2023, closing a stake of 42,400 shares — an estimated $373K sold.

State of Wisconsin Investment Board first reported a position in LUNA in Q3 2021 and held it in 5 quarters. The position peaked at $459K in Q2 2022. 85 funds tracked by Wall St. Rank hold LUNA as of Q1 2023.

  • State of Wisconsin Investment Board reported no remaining Luna Innovations Incorporated position as of Q1 2023 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 42,400 Luna Innovations Incorporated shares in Q1 2023, an estimated $373K.
  • State of Wisconsin Investment Board first reported a position in Luna Innovations Incorporated in Q3 2021 and held it in 5 quarters.
  • State of Wisconsin Investment Board's Luna Innovations Incorporated position peaked at $459K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2023.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2023, filed 15 May 2023.