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
2020
Q4 		– Sell
-100,000
Closed -$2.82M – 5090
2020
Q3 		$2.82M Buy
+100,000
New +$2.57M ﹤0.01% 1514
2020
Q1 		– Sell
-194,900
Closed -$5M – 4627
2019
Q4 		$5M Buy
194,900
+152,700
+362% +$3.55M ﹤0.01% 1355
2019
Q3 		$812K Buy
42,200
+25,400
+151% +$590K ﹤0.01% 2177
2019
Q2 		$537K Sell
16,800
-13,000
-44% -$349K ﹤0.01% 2381
2019
Q1 		$841K Sell
29,800
-118,200
-80% -$2.94M ﹤0.01% 2082
2018
Q4 		$2.53M Buy
+148,000
New +$3.66M ﹤0.01% 1413
2018
Q2 		– Sell
-64,200
Closed -$1.3M – 4851
2018
Q1 		$1.3M Buy
+64,200
New +$1.39M ﹤0.01% 1784

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.