JWA
LK

JFS Wealth Advisors’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

JFS Wealth Advisors’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
2019
Q4 		– Sell
-700
Closed -$13K – 562
2019
Q3 		$13K Buy
700
+200
+40% +$4.23K ﹤0.01% 354
2019
Q2 		$10K Buy
+500
New +$9.24K ﹤0.01% 370

Other funds holding LK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

JFS Wealth Advisors's LK Position: Q4 2019 in Review

JFS Wealth Advisors sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q4 2019, closing a stake of 700 shares — an estimated $13K sold.

JFS Wealth Advisors first reported a position in LK in Q2 2019 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 174 funds tracked by Wall St. Rank hold LK as of Q4 2019.

  • JFS Wealth Advisors reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 700 Luckin Coffee Inc. American Depositary Shares shares in Q4 2019, an estimated $13K.
  • JFS Wealth Advisors first reported a position in Luckin Coffee Inc. American Depositary Shares in Q2 2019 and held it in 2 quarters.
  • JFS Wealth Advisors's Luckin Coffee Inc. American Depositary Shares position peaked at $13K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.