BCA
SFIX

Berman Capital Advisors’s Stitch Fix SFIX Stock Holding History

Berman Capital Advisors’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 		$1K Buy
28
+12
+75% +$561 ﹤0.01% 1949
2021
Q2 		$0 Buy
16
+6
+60% +$307 ﹤0.01% 2025
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1884
2020
Q4 		$0 Buy
+10
New +$428 ﹤0.01% 1810

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

Berman Capital Advisors's SFIX Position: Q3 2021 in Review

Berman Capital Advisors increased its Stitch Fix (SFIX) stake by 75% in Q3 2021, buying an estimated $561 and bringing the position to 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Berman Capital Advisors first reported a position in SFIX in Q4 2020 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold SFIX as of Q3 2021.

  • Berman Capital Advisors held 28 shares of Stitch Fix worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 12 Stitch Fix shares in Q3 2021, an estimated $561.
  • Stitch Fix made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1949 holding.
  • Berman Capital Advisors first reported a position in Stitch Fix in Q4 2020 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.