ONGA
LK

O'Neil Global Advisors’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

O'Neil Global 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
2023
Q4 		– Sell
-13,493
Closed -$472K – 77
2023
Q3 		$472K Buy
+13,493
New +$472K 0.43% 30

Other funds holding LK

FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $1.39B AUM 273.03% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

O'Neil Global Advisors's LK Position: Q4 2023 in Review

O'Neil Global Advisors sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q4 2023, closing a stake of 13,493 shares — an estimated $472K sold.

O'Neil Global Advisors first reported a position in LK in Q3 2023 and held it in 1 quarter. The position peaked at $472K in Q3 2023. 13 funds tracked by Wall St. Rank hold LK as of Q4 2023.

  • O'Neil Global Advisors reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q4 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 13,493 Luckin Coffee Inc. American Depositary Shares shares in Q4 2023, an estimated $472K.
  • O'Neil Global Advisors first reported a position in Luckin Coffee Inc. American Depositary Shares in Q3 2023 and held it in 1 quarter.
  • O'Neil Global Advisors's Luckin Coffee Inc. American Depositary Shares position peaked at $472K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q4 2023.

Based on O'Neil Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.