EPW
SFIX

Evergreen Private Wealth’s Stitch Fix SFIX Stock Holding History

Evergreen Private Wealth’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
-8
Closed -$29 – 226
2023
Q4 		$29 Buy
+8
New +$28 ﹤0.01% 224

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

Evergreen Private Wealth's SFIX Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Stitch Fix (SFIX) in Q1 2024, closing a stake of 8 shares — an estimated $29 sold.

Evergreen Private Wealth first reported a position in SFIX in Q4 2023 and held it in 1 quarter. The position peaked at $29 in Q4 2023. 159 funds tracked by Wall St. Rank hold SFIX as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Stitch Fix position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 8 Stitch Fix shares in Q1 2024, an estimated $29.
  • Evergreen Private Wealth first reported a position in Stitch Fix in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Stitch Fix position peaked at $29 in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.