Marathon Partners Equity Management’s Stitch Fix SFIX Stock Holding History

Marathon Partners Equity 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
2022 Q3	–	Sell	-25,000	Closed	-$124K	–	23
2022 Q2	$124K	Buy	+25,000	New	+$209K	0.2%	15
2022 Q1	–	Sell	-100,000	Closed	-$1.89M	–	18
2021 Q4	$1.89M	Sell	100,000 -730,000	-88%	-$20.9M	0.98%	8
2021 Q3	$33.2M	Buy	830,000 +140,000	+20%	+$6.54M	12.59%	4
2021 Q2	$41.6M	Buy	690,000 +85,000	+14%	+$4.35M	15.48%	3
2021 Q1	$30M	Buy	605,000 +207,500	+52%	+$14.6M	12.51%	4
2020 Q4	$23.3M	Buy	397,500 +17,500	+5%	+$749K	10.25%	4
2020 Q3	$10.3M	Buy	+380,000	New	+$9.76M	4.73%	8

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

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

DGI

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marathon Partners Equity Management's SFIX Position: Q3 2022 in Review

Marathon Partners Equity Management sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 25,000 shares — an estimated $124K sold.

Marathon Partners Equity Management first reported a position in SFIX in Q3 2020 and held it in 7 quarters. The position peaked at $41.6M in Q2 2021. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

Marathon Partners Equity Management reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
Marathon Partners Equity Management sold 25,000 Stitch Fix shares in Q3 2022, an estimated $124K.
Marathon Partners Equity Management first reported a position in Stitch Fix in Q3 2020 and held it in 7 quarters.
Marathon Partners Equity Management's Stitch Fix position peaked at $41.6M in Q2 2021.
197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Marathon Partners Equity Management's 13F filing for Q3 2022, filed 14 Nov 2022.