JPLA
SFIX

Joseph P. Lucia & Associates’s Stitch Fix SFIX Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-12,040
Closed -$300K – 390
2020
Q2 		$300K Sell
12,040
-5,073
-30% -$100K 0.27% 75
2020
Q1 		$217K Buy
17,113
+5,400
+46% +$117K 0.24% 78
2019
Q4 		$301K Buy
11,713
+813
+7% +$18.9K 0.27% 74
2019
Q3 		$210K Buy
10,900
+1,400
+15% +$32.5K 0.22% 87
2019
Q2 		$304K Buy
+9,500
New +$255K 0.32% 72

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joseph P. Lucia & Associates's SFIX Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Stitch Fix (SFIX) in Q3 2020, closing a stake of 12,040 shares — an estimated $300K sold.

Joseph P. Lucia & Associates first reported a position in SFIX in Q2 2019 and held it in 5 quarters. The position peaked at $304K in Q2 2019. 208 funds tracked by Wall St. Rank hold SFIX as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Stitch Fix position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 12,040 Stitch Fix shares in Q3 2020, an estimated $300K.
  • Joseph P. Lucia & Associates first reported a position in Stitch Fix in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Stitch Fix position peaked at $304K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.