AG
SFIX

Algert Global’s Stitch Fix SFIX Stock Holding History

Algert Global’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
2026
Q1 		$268K Buy
+80,930
New +$330K ﹤0.01% 1039
2025
Q3 		– Sell
-192,750
Closed -$713K – 1324
2025
Q2 		$713K Buy
192,750
+92,890
+93% +$348K 0.01% 871
2025
Q1 		$325K Sell
99,860
-7,790
-7% -$35.5K 0.01% 992
2024
Q4 		$464K Buy
+107,650
New +$396K 0.01% 924
2024
Q3 		– Sell
-69,974
Closed -$290K – 1542
2024
Q2 		$290K Buy
+69,974
New +$190K 0.01% 1133
2023
Q2 		– Sell
-245,658
Closed -$1.25M – 1240
2023
Q1 		$1.25M Buy
+245,658
New +$1.15M 0.06% 543
2022
Q2 		– Sell
-21,389
Closed -$215K – 1359
2022
Q1 		$215K Buy
21,389
+5,125
+32% +$70.8K 0.01% 1035
2021
Q4 		$308K Buy
16,264
+3,318
+26% +$95.1K 0.04% 721
2021
Q3 		$517K Buy
+12,946
New +$605K 0.07% 525
2021
Q1 		– Sell
-6,870
Closed -$403K – 521
2020
Q4 		$403K Sell
6,870
-3,500
-34% -$150K 0.11% 253
2020
Q3 		$281K Sell
10,370
-16,212
-61% -$416K 0.09% 270
2020
Q2 		$663K Sell
26,582
-2,107
-7% -$41.6K 0.23% 151
2020
Q1 		$364K Buy
+28,689
New +$622K 0.15% 213
2019
Q3 		– Sell
-23,065
Closed -$738K – 429
2019
Q2 		$738K Buy
+23,065
New +$619K 0.27% 123

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return