AR
SFIX

Advisory Research’s Stitch Fix SFIX Stock Holding History

Advisory Research’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,546
Closed -$214K – 405
2021
Q2 		$214K Buy
+3,546
New +$182K 0.01% 321
2019
Q3 		– Sell
-72,951
Closed -$2.33M – 356
2019
Q2 		$2.33M Buy
72,951
+18,984
+35% +$509K 0.05% 181
2019
Q1 		$1.52M Sell
53,967
-1,862
-3% -$46.2K 0.03% 206
2018
Q4 		$954K Sell
55,829
-112,038
-67% -$2.77M 0.02% 241
2018
Q3 		$7.35M Sell
167,867
-110,229
-40% -$4.02M 0.12% 123
2018
Q2 		$7.63M Buy
278,096
+149,657
+117% +$3.39M 0.12% 127
2018
Q1 		$2.6M Buy
128,439
+102,798
+401% +$2.23M 0.05% 191
2017
Q4 		$662K Buy
+25,641
New +$584K 0.01% 304

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advisory Research's SFIX Position: Q3 2021 in Review

Advisory Research sold out of Stitch Fix (SFIX) in Q3 2021, closing a stake of 3,546 shares — an estimated $214K sold.

Advisory Research first reported a position in SFIX in Q4 2017 and held it in 8 quarters. The position peaked at $7.63M in Q2 2018. 255 funds tracked by Wall St. Rank hold SFIX as of Q3 2021.

  • Advisory Research reported no remaining Stitch Fix position as of Q3 2021 after selling out during the quarter.
  • Advisory Research sold 3,546 Stitch Fix shares in Q3 2021, an estimated $214K.
  • Advisory Research first reported a position in Stitch Fix in Q4 2017 and held it in 8 quarters.
  • Advisory Research's Stitch Fix position peaked at $7.63M in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.