BCWM
LK

Bartlett & Co Wealth Management’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LK Stock Details LK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,000
Closed -$54.4K – 1236
2023
Q4 		$54.4K Hold
2,000
– – ﹤0.01% 689
2023
Q3 		$70K Hold
2,000
– – ﹤0.01% 592
2023
Q2 		$45K Hold
2,000
– – ﹤0.01% 690
2023
Q1 		$55K Hold
2,000
– – ﹤0.01% 555
2022
Q4 		$44K Hold
2,000
– – ﹤0.01% 602
2022
Q3 		$33K Hold
2,000
– – ﹤0.01% 631
2022
Q2 		$24.6K Hold
2,000
– – ﹤0.01% 696
2022
Q1 		$18.3K Buy
+2,000
New +$18.3K ﹤0.01% 742

Other funds holding LK

FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $253M AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bartlett & Co Wealth Management's LK Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q1 2024, closing a stake of 2,000 shares — an estimated $54.4K sold.

Bartlett & Co Wealth Management first reported a position in LK in Q1 2022 and held it in 8 quarters. The position peaked at $70K in Q3 2023. 8 funds tracked by Wall St. Rank hold LK as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,000 Luckin Coffee Inc. American Depositary Shares shares in Q1 2024, an estimated $54.4K.
  • Bartlett & Co Wealth Management first reported a position in Luckin Coffee Inc. American Depositary Shares in Q1 2022 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's Luckin Coffee Inc. American Depositary Shares position peaked at $70K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.