MassMutual Private Wealth & Trust’s Stitch Fix SFIX Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-20	Closed	-$102	–	2002
2023 Q1	$102	Buy	+20	New	+$94	﹤0.01%	1785
2021 Q4	–	Sell	-367	Closed	-$15K	–	1478
2021 Q3	$15K	Sell	367 -9	-2%	-$421	﹤0.01%	644
2021 Q2	$23K	Hold	376	–	–	﹤0.01%	558
2021 Q1	$19K	Hold	376	–	–	﹤0.01%	532
2020 Q4	$22K	Sell	376 -146	-28%	-$6.25K	﹤0.01%	521
2020 Q3	$14K	Sell	522 -58	-10%	-$1.49K	﹤0.01%	543
2020 Q2	$14K	Hold	580	–	–	﹤0.01%	514
2020 Q1	$7K	Hold	580	–	–	﹤0.01%	555
2019 Q4	$15K	Hold	580	–	–	﹤0.01%	561
2019 Q3	$11K	Hold	580	–	–	﹤0.01%	578
2019 Q2	$19K	Buy	580 +241	+71%	+$6.47K	﹤0.01%	502
2019 Q1	$9.57K	Hold	339	–	–	﹤0.01%	599
2018 Q4	$5.79K	Buy	+339	New	+$8.39K	﹤0.01%	639

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

DGI

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

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

PCR

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

DCM

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's SFIX Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 20 shares — an estimated $102 sold.

MassMutual Private Wealth & Trust first reported a position in SFIX in Q4 2018 and held it in 13 quarters. The position peaked at $23K in Q2 2021. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 20 Stitch Fix shares in Q2 2023, an estimated $102.
MassMutual Private Wealth & Trust first reported a position in Stitch Fix in Q4 2018 and held it in 13 quarters.
MassMutual Private Wealth & Trust's Stitch Fix position peaked at $23K in Q2 2021.
170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.