Institutional & Family Asset Management’s Stitch Fix SFIX Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-20	Closed	-$1K	–	910
2021 Q3	$1K	Sell	20 -20	-50%	-$935	﹤0.01%	871
2021 Q2	$2K	Sell	40 -30	-43%	-$1.54K	﹤0.01%	838
2021 Q1	$3K	Buy	+70	New	+$4.93K	﹤0.01%	767
2020 Q1	–	Sell	-1,000	Closed	-$26K	–	899
2019 Q4	$26K	Hold	1,000	–	–	0.01%	401
2019 Q3	$19K	Buy	1,000 +600	+150%	+$13.9K	﹤0.01%	412
2019 Q2	$13K	Buy	400 +200	+100%	+$5.37K	﹤0.01%	473
2019 Q1	$6K	Buy	+200	New	+$4.97K	﹤0.01%	584
2018 Q4	–	Sell	-1,200	Closed	-$53K	–	875
2018 Q3	$53K	Buy	+1,200	New	+$43.7K	0.01%	347

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

DGI

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

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

MVP

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

Institutional & Family Asset Management's SFIX Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SFIX in Q3 2018 and held it in 8 quarters. The position peaked at $53K in Q3 2018. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

Institutional & Family Asset Management reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 20 Stitch Fix shares in Q4 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Stitch Fix in Q3 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Stitch Fix position peaked at $53K in Q3 2018.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.