Jump Financial’s Stitch Fix SFIX Stock Holding History

Jump Financial’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 Q4	–	Sell	-251,400	Closed	-$867K	–	2198
2023 Q3	$867K	Buy	251,400 +107,525	+75%	+$430K	0.03%	743
2023 Q2	$554K	Buy	+143,875	New	+$545K	0.02%	982
2022 Q4	–	Sell	-63,223	Closed	-$250K	–	1981
2022 Q3	$250K	Sell	63,223 -27,411	-30%	-$156K	0.01%	1243
2022 Q2	$447K	Sell	90,634 -5,543	-6%	-$46.4K	0.02%	905
2022 Q1	$969K	Buy	96,177 +8,873	+10%	+$123K	0.04%	539
2021 Q4	$1.65M	Buy	+87,304	New	+$2.5M	0.1%	250
2021 Q3	–	Sell	-25,465	Closed	-$1.53M	–	1461
2021 Q2	$1.53M	Sell	25,465 -20,080	-44%	-$1.03M	0.15%	173
2021 Q1	$2.26M	Buy	45,545 +11,845	+35%	+$834K	0.21%	54
2020 Q4	$1.98M	Sell	33,700 -32,008	-49%	-$1.37M	0.34%	33
2020 Q3	$1.78M	Buy	+65,708	New	+$1.69M	0.36%	22

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

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

DGI

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCR

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jump Financial's SFIX Position: Q4 2023 in Review

Jump Financial sold out of Stitch Fix (SFIX) in Q4 2023, closing a stake of 251,400 shares — an estimated $867K sold.

Jump Financial first reported a position in SFIX in Q3 2020 and held it in 10 quarters. The position peaked at $2.26M in Q1 2021. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2023.

Jump Financial reported no remaining Stitch Fix position as of Q4 2023 after selling out during the quarter.
Jump Financial sold 251,400 Stitch Fix shares in Q4 2023, an estimated $867K.
Jump Financial first reported a position in Stitch Fix in Q3 2020 and held it in 10 quarters.
Jump Financial's Stitch Fix position peaked at $2.26M in Q1 2021.
172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.