YIH
LUNA

Y-Intercept (HK)’s Luna Innovations Incorporated LUNA Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-32,788
Closed -$105K – 1934
2024
Q2 		$105K Buy
+32,788
New +$97.3K 0.01% 1254
2022
Q3 		– Sell
-10,667
Closed -$62K – 1386
2022
Q2 		$62K Buy
+10,667
New +$62.9K 0.01% 741

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Y-Intercept (HK)'s LUNA Position: Q3 2024 in Review

Y-Intercept (HK) sold out of Luna Innovations Incorporated (LUNA) in Q3 2024, closing a stake of 32,788 shares — an estimated $105K sold.

Y-Intercept (HK) first reported a position in LUNA in Q2 2022 and held it in 2 quarters. The position peaked at $105K in Q2 2024. 62 funds tracked by Wall St. Rank hold LUNA as of Q3 2024.

  • Y-Intercept (HK) reported no remaining Luna Innovations Incorporated position as of Q3 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 32,788 Luna Innovations Incorporated shares in Q3 2024, an estimated $105K.
  • Y-Intercept (HK) first reported a position in Luna Innovations Incorporated in Q2 2022 and held it in 2 quarters.
  • Y-Intercept (HK)'s Luna Innovations Incorporated position peaked at $105K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.