DI
SFIX

Disciplined Investments’s Stitch Fix SFIX Stock Holding History

Disciplined Investments’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
-39
Closed -$148 – 1717
2023
Q1 		$199 Buy
+39
New +$183 ﹤0.01% 1480
2022
Q4 		– Sell
-39
Closed – – 1686
2022
Q3 		$0 Hold
39
– – ﹤0.01% 1571
2022
Q2 		$0 Hold
39
– – ﹤0.01% 1582
2022
Q1 		$0 Hold
39
– – ﹤0.01% 1590
2021
Q4 		$1K Hold
39
– – ﹤0.01% 477
2021
Q3 		$2K Hold
39
– – ﹤0.01% 403
2021
Q2 		$2K Hold
39
– – ﹤0.01% 386
2021
Q1 		$2K Buy
+39
New +$2.75K ﹤0.01% 344
2020
Q3 		– Sell
-39
Closed -$1K – 440
2020
Q2 		$1K Hold
39
– – ﹤0.01% 392
2020
Q1 		$0 Buy
+39
New +$846 ﹤0.01% 462

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

Disciplined Investments's SFIX Position: Q2 2023 in Review

Disciplined Investments sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 39 shares — an estimated $148 sold.

Disciplined Investments first reported a position in SFIX in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Disciplined Investments reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 39 Stitch Fix shares in Q2 2023, an estimated $148.
  • Disciplined Investments first reported a position in Stitch Fix in Q1 2020 and held it in 10 quarters.
  • Disciplined Investments's Stitch Fix position peaked at $2K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.