Greenleaf Trust’s Stitch Fix SFIX Stock Holding History

Greenleaf 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 Q1	–	Sell	-10,901	Closed	-$34K	–	790
2022 Q4	$34K	Buy	+10,901	New	+$40.8K	﹤0.01%	740

Other funds holding SFIX

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

DGI

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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Greenleaf Trust's SFIX Position: Q1 2023 in Review

Greenleaf Trust sold out of Stitch Fix (SFIX) in Q1 2023, closing a stake of 10,901 shares — an estimated $34K sold.

Greenleaf Trust first reported a position in SFIX in Q4 2022 and held it in 1 quarter. The position peaked at $34K in Q4 2022. 173 funds tracked by Wall St. Rank hold SFIX as of Q1 2023.

Greenleaf Trust reported no remaining Stitch Fix position as of Q1 2023 after selling out during the quarter.
Greenleaf Trust sold 10,901 Stitch Fix shares in Q1 2023, an estimated $34K.
Greenleaf Trust first reported a position in Stitch Fix in Q4 2022 and held it in 1 quarter.
Greenleaf Trust's Stitch Fix position peaked at $34K in Q4 2022.
173 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2023.

Based on Greenleaf Trust's 13F filing for Q1 2023, filed 11 May 2023.