UCFA
LNAI

United Capital Financial Advisors’s Lunai Bioworks LNAI Stock Holding History

United Capital Financial Advisors’s Portfolio LNAI Stock Details LNAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-891
Closed -$588K – 1183
2022
Q1 		$588K Hold
891
– – ﹤0.01% 796
2021
Q4 		$520K Hold
891
– – ﹤0.01% 847
2021
Q3 		$480K Buy
891
+295
+49% +$144K ﹤0.01% 872
2021
Q2 		$237K Sell
596
-295
-33% -$96.1K ﹤0.01% 1099
2021
Q1 		$252K Buy
891
+217
+32% +$63.8K ﹤0.01% 1034
2020
Q4 		$159K Sell
674
-249
-27% -$62.9K ﹤0.01% 1143
2020
Q3 		$273K Hold
923
– – ﹤0.01% 982
2020
Q2 		$311K Hold
923
– – ﹤0.01% 991
2020
Q1 		$221K Hold
923
– – ﹤0.01% 1044
2019
Q4 		$371K Hold
923
– – ﹤0.01% 1069
2019
Q3 		$406K Buy
923
+630
+215% +$241K ﹤0.01% 1006
2019
Q2 		$105K Buy
+293
New +$143K ﹤0.01% 1406

Other funds holding LNAI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return