JWM
LK

Jackson Wealth Management’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Jackson 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
2020
Q3 		– Sell
-15,000
Closed -$35K – 146
2020
Q2 		$35K Buy
+15,000
New +$61.7K 0.01% 124
2020
Q1 		– Sell
-235,011
Closed -$9.6M – 178
2019
Q4 		$9.6M Buy
+235,011
New +$5.94M 1.59% 12
2019
Q3 		– Sell
-200,000
Closed -$3.92M – 135
2019
Q2 		$3.92M Buy
+200,000
New +$3.69M 0.85% 29

Other funds holding LK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Jackson Wealth Management's LK Position: Q3 2020 in Review

Jackson Wealth Management sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q3 2020, closing a stake of 15,000 shares — an estimated $35K sold.

Jackson Wealth Management first reported a position in LK in Q2 2019 and held it in 3 quarters. The position peaked at $9.6M in Q4 2019. 9 funds tracked by Wall St. Rank hold LK as of Q3 2020.

  • Jackson Wealth Management reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q3 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 15,000 Luckin Coffee Inc. American Depositary Shares shares in Q3 2020, an estimated $35K.
  • Jackson Wealth Management first reported a position in Luckin Coffee Inc. American Depositary Shares in Q2 2019 and held it in 3 quarters.
  • Jackson Wealth Management's Luckin Coffee Inc. American Depositary Shares position peaked at $9.6M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.