Level Four Financial’s Stitch Fix SFIX Stock Holding History

Level Four 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
2021 Q1	–	Sell	-3,412	Closed	-$200K	–	342
2020 Q4	$200K	Buy	+3,412	New	+$146K	0.09%	281

Other funds holding SFIX

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DGI

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Level Four Financial's SFIX Position: Q1 2021 in Review

Level Four Financial sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 3,412 shares — an estimated $200K sold.

Level Four Financial first reported a position in SFIX in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

Level Four Financial reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
Level Four Financial sold 3,412 Stitch Fix shares in Q1 2021, an estimated $200K.
Level Four Financial first reported a position in Stitch Fix in Q4 2020 and held it in 1 quarter.
Level Four Financial's Stitch Fix position peaked at $200K in Q4 2020.
271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.