Ladenburg Thalmann Financial Services’s Stitch Fix SFIX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.5M	Sell	58,365 -1,392	-2%	-$32.3K	0.01%	1027
2019 Q3	$1.15M	Buy	59,757 +18,136	+44%	+$421K	0.01%	1155
2019 Q2	$1.31M	Buy	41,621 +5,154	+14%	+$138K	0.01%	1039
2019 Q1	$1.03M	Buy	36,467 +14,633	+67%	+$363K	0.01%	1173
2018 Q4	$373K	Buy	21,834 +12,173	+126%	+$301K	﹤0.01%	1758
2018 Q3	$423K	Buy	9,661 +7,611	+371%	+$277K	﹤0.01%	1729
2018 Q2	$41K	Hold	2,050	–	–	﹤0.01%	3398
2018 Q1	$41K	Buy	2,050 +1,000	+95%	+$21.7K	﹤0.01%	3398
2017 Q4	$27K	Buy	+1,050	New	+$23.9K	﹤0.01%	3605

Other funds holding SFIX

JSP

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

MVP

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SFIX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Stitch Fix (SFIX) stake by 2.3% in Q4 2019, selling an estimated $32.3K and leaving 58,365 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1027.

Ladenburg Thalmann Financial Services first reported a position in SFIX in Q4 2017 and has held it in 9 quarters since. 209 funds tracked by Wall St. Rank hold SFIX as of Q4 2019.

Ladenburg Thalmann Financial Services held 58,365 shares of Stitch Fix worth $1.5M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,392 Stitch Fix shares in Q4 2019, an estimated $32.3K.
Stitch Fix made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1027 holding.
Ladenburg Thalmann Financial Services first reported a position in Stitch Fix in Q4 2017 and has held it in 9 quarters since.
209 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.