Caprock Group’s Stitch Fix SFIX Stock Holding History

Caprock Group’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 Q4	–	Sell	-11,751	Closed	-$33.1K	–	1039
2024 Q3	$33.1K	Buy	+11,751	New	+$45.7K	﹤0.01%	894

Other funds holding SFIX

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Caprock Group's SFIX Position: Q4 2024 in Review

Caprock Group sold out of Stitch Fix (SFIX) in Q4 2024, closing a stake of 11,751 shares — an estimated $33.1K sold.

Caprock Group first reported a position in SFIX in Q3 2024 and held it in 1 quarter. The position peaked at $33.1K in Q3 2024. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2024.

Caprock Group reported no remaining Stitch Fix position as of Q4 2024 after selling out during the quarter.
Caprock Group sold 11,751 Stitch Fix shares in Q4 2024, an estimated $33.1K.
Caprock Group first reported a position in Stitch Fix in Q3 2024 and held it in 1 quarter.
Caprock Group's Stitch Fix position peaked at $33.1K in Q3 2024.
172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2024.

Based on Caprock Group's 13F filing for Q4 2024, filed 23 Jan 2025.