Bank of Montreal
SFIX

Bank of Montreal’s Stitch Fix SFIX Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-17,435
Closed -$67.5K – 4269
2023
Q4 		$67.5K Buy
+17,435
New +$61.5K ﹤0.01% 3481
2023
Q3 		– Sell
-15,727
Closed -$63.9K – 4183
2023
Q2 		$63.9K Sell
15,727
-7,870
-33% -$29.8K ﹤0.01% 3550
2023
Q1 		$125K Buy
23,597
+2,909
+14% +$13.6K ﹤0.01% 3183
2022
Q4 		$64.4K Buy
+20,688
New +$77.4K ﹤0.01% 3479
2022
Q3 		– Sell
-13,414
Closed -$83 – 4381
2022
Q2 		$83 Buy
+13,414
New +$112K ﹤0.01% 3503
2022
Q1 		– Sell
-97,622
Closed -$1.95M – 4274
2021
Q4 		$1.95M Sell
97,622
-67,864
-41% -$1.94M ﹤0.01% 1594
2021
Q3 		$6.6M Buy
165,486
+58,892
+55% +$2.75M ﹤0.01% 1501
2021
Q2 		$6.67M Buy
106,594
+46,375
+77% +$2.37M ﹤0.01% 1479
2021
Q1 		$3.15M Buy
60,219
+5,745
+11% +$405K ﹤0.01% 1568
2020
Q4 		$3.08M Sell
54,474
-94,833
-64% -$4.06M ﹤0.01% 1616
2020
Q3 		$4.21M Buy
149,307
+144,027
+2,728% +$3.7M ﹤0.01% 1306
2020
Q2 		$155K Buy
5,280
+4,680
+780% +$92.4K ﹤0.01% 2863
2020
Q1 		$7K Sell
600
-150,321
-100% -$3.26M ﹤0.01% 3605
2019
Q4 		$3.87M Buy
150,921
+128,744
+581% +$2.99M ﹤0.01% 1500
2019
Q3 		$427K Buy
22,177
+1,160
+6% +$26.9K ﹤0.01% 2499
2019
Q2 		$671K Sell
21,017
-20,233
-49% -$543K ﹤0.01% 2256
2019
Q1 		$1.17M Sell
41,250
-126,460
-75% -$3.14M ﹤0.01% 1963
2018
Q4 		$2.87M Buy
167,710
+50,465
+43% +$1.25M ﹤0.01% 1348
2018
Q3 		$5.13M Buy
117,245
+50,050
+74% +$1.82M ﹤0.01% 1171
2018
Q2 		$1.84M Sell
67,195
-685
-1% -$15.5K ﹤0.01% 1677
2018
Q1 		$1.38M Buy
67,880
+64,200
+1,745% +$1.39M ﹤0.01% 1751
2017
Q4 		$95K Buy
+3,680
New +$83.9K ﹤0.01% 3017

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's SFIX Position: Q1 2024 in Review

Bank of Montreal sold out of Stitch Fix (SFIX) in Q1 2024, closing a stake of 17,435 shares — an estimated $67.5K sold.

Bank of Montreal first reported a position in SFIX in Q4 2017 and held it in 22 quarters. The position peaked at $6.67M in Q2 2021. 159 funds tracked by Wall St. Rank hold SFIX as of Q1 2024.

  • Bank of Montreal reported no remaining Stitch Fix position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 17,435 Stitch Fix shares in Q1 2024, an estimated $67.5K.
  • Bank of Montreal first reported a position in Stitch Fix in Q4 2017 and held it in 22 quarters.
  • Bank of Montreal's Stitch Fix position peaked at $6.67M in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.