Chevy Chase Trust
SFIX

Chevy Chase Trust’s Stitch Fix SFIX Stock Holding History

Chevy Chase Trust’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
2023
Q2 		– Sell
-306,469
Closed -$1.57M – 630
2023
Q1 		$1.57M Buy
306,469
+24,011
+9% +$112K 0.01% 548
2022
Q4 		$878K Sell
282,458
-155,239
-35% -$581K ﹤0.01% 587
2022
Q3 		$1.73M Buy
437,697
+181,667
+71% +$1.03M 0.01% 551
2022
Q2 		$1.26M Buy
256,030
+96,599
+61% +$808K 0.01% 557
2022
Q1 		$1.61M Buy
159,431
+40,655
+34% +$562K 0.01% 559
2021
Q4 		$2.25M Buy
118,776
+8,129
+7% +$233K 0.01% 558
2021
Q3 		$4.42M Buy
110,647
+37,162
+51% +$1.74M 0.02% 522
2021
Q2 		$4.43M Buy
73,485
+21,380
+41% +$1.09M 0.02% 523
2021
Q1 		$2.58M Buy
+52,105
New +$3.67M 0.01% 544

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
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chevy Chase Trust's SFIX Position: Q2 2023 in Review

Chevy Chase Trust sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 306,469 shares — an estimated $1.57M sold.

Chevy Chase Trust first reported a position in SFIX in Q1 2021 and held it in 9 quarters. The position peaked at $4.43M in Q2 2021. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Chevy Chase Trust reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 306,469 Stitch Fix shares in Q2 2023, an estimated $1.57M.
  • Chevy Chase Trust first reported a position in Stitch Fix in Q1 2021 and held it in 9 quarters.
  • Chevy Chase Trust's Stitch Fix position peaked at $4.43M in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Chevy Chase Trust's 13F filing for Q2 2023, filed 25 Jul 2023.