EIM
SFIX

Essex Investment Management’s Stitch Fix SFIX Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-320,251
Closed -$1.14M – 333
2023
Q4 		$1.14M Sell
320,251
-22,278
-7% -$78.6K 0.23% 149
2023
Q3 		$1.18M Buy
+342,529
New +$1.37M 0.19% 164
2020
Q1 		– Sell
-38,931
Closed -$999K – 457
2019
Q4 		$999K Buy
38,931
+1,708
+5% +$39.7K 0.12% 235
2019
Q3 		$717K Buy
37,223
+28,941
+349% +$672K 0.1% 252
2019
Q2 		$265K Buy
+8,282
New +$222K 0.04% 346
2018
Q4 		– Sell
-6,995
Closed -$306K – 522
2018
Q3 		$306K Buy
+6,995
New +$255K 0.04% 347

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

Essex Investment Management's SFIX Position: Q1 2024 in Review

Essex Investment Management sold out of Stitch Fix (SFIX) in Q1 2024, closing a stake of 320,251 shares — an estimated $1.14M sold.

Essex Investment Management first reported a position in SFIX in Q3 2018 and held it in 6 quarters. The position peaked at $1.18M in Q3 2023. 159 funds tracked by Wall St. Rank hold SFIX as of Q1 2024.

  • Essex Investment Management reported no remaining Stitch Fix position as of Q1 2024 after selling out during the quarter.
  • Essex Investment Management sold 320,251 Stitch Fix shares in Q1 2024, an estimated $1.14M.
  • Essex Investment Management first reported a position in Stitch Fix in Q3 2018 and held it in 6 quarters.
  • Essex Investment Management's Stitch Fix position peaked at $1.18M in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2024.

Based on Essex Investment Management's 13F filing for Q1 2024, filed 3 May 2024.