GFS
SFIX

GYL Financial Synergies’s Stitch Fix SFIX Stock Holding History

GYL Financial Synergies’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
Q3 		$602K Buy
213,391
+20,177
+10% +$78.5K 0.05% 222
2024
Q2 		$802K Buy
193,214
+59,025
+44% +$160K 0.06% 194
2024
Q1 		$354K Buy
134,189
+117,958
+727% +$363K 0.03% 281
2023
Q4 		$57.9K Buy
+16,231
New +$57.3K ﹤0.01% 365

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GYL Financial Synergies's SFIX Position: Q3 2024 in Review

GYL Financial Synergies increased its Stitch Fix (SFIX) stake by 10% in Q3 2024, buying an estimated $78.5K and bringing the position to 213,391 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #222.

GYL Financial Synergies first reported a position in SFIX in Q4 2023 and has held it in 4 quarters since. The position peaked at $802K in Q2 2024. 156 funds tracked by Wall St. Rank hold SFIX as of Q3 2024.

  • GYL Financial Synergies held 213,391 shares of Stitch Fix worth $602K as of Q3 2024.
  • GYL Financial Synergies bought 20,177 Stitch Fix shares in Q3 2024, an estimated $78.5K.
  • Stitch Fix made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #222 holding.
  • GYL Financial Synergies first reported a position in Stitch Fix in Q4 2023 and has held it in 4 quarters since.
  • GYL Financial Synergies's Stitch Fix position peaked at $802K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.