MVP
SFIX

Miller Value Partners’s Stitch Fix SFIX Stock Holding History

Miller Value Partners’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
-3,227,325
Closed -$16.5M – 75
2023
Q1 		$16.5M Sell
3,227,325
-1,007,589
-24% -$4.72M 1.03% 32
2022
Q4 		$13.2M Sell
4,234,914
-249,449
-6% -$933K 0.85% 33
2022
Q3 		$17.7M Buy
+4,484,363
New +$25.5M 1.08% 31
2022
Q2 		– Sell
-1,569,629
Closed -$13.1M – 129
2022
Q1 		$15.8M Sell
1,569,629
-113,451
-7% -$1.57M 0.51% 38
2021
Q4 		$31.8M Buy
1,683,080
+242,467
+17% +$6.95M 0.87% 38
2021
Q3 		$57.6M Sell
1,440,613
-19,222
-1% -$899K 1.33% 31
2021
Q2 		$88M Buy
1,459,835
+42,501
+3% +$2.18M 2.1% 23
2021
Q1 		$70.2M Sell
1,417,334
-700,235
-33% -$49.3M 1.82% 27
2020
Q4 		$124M Sell
2,117,569
-497,814
-19% -$21.3M 3.78% 6
2020
Q3 		$71M Sell
2,615,383
-17,652
-0.7% -$453K 2.55% 12
2020
Q2 		$65.7M Sell
2,633,035
-105,160
-4% -$2.08M 2.92% 12
2020
Q1 		$34.8M Buy
2,738,195
+144,850
+6% +$3.14M 2.24% 22
2019
Q4 		$66.5M Buy
2,593,345
+950,620
+58% +$22.1M 2.36% 21
2019
Q3 		$31.6M Buy
1,642,725
+766,500
+87% +$17.8M 1.27% 34
2019
Q2 		$28M Hold
876,225
– – 1.07% 34
2019
Q1 		$24.7M Sell
876,225
-725
-0.1% -$18K 0.98% 35
2018
Q4 		$15M Sell
876,950
-275
-0% -$6.8K 0.68% 36
2018
Q3 		$38.4M Sell
877,225
-492,123
-36% -$17.9M 1.24% 34
2018
Q2 		$37.6M Sell
1,369,348
-9,825
-0.7% -$223K 1.4% 32
2018
Q1 		$28M Sell
1,379,173
-14,757
-1% -$320K 1.17% 33
2017
Q4 		$36M Buy
+1,393,930
New +$31.8M 1.53% 28

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miller Value Partners's SFIX Position: Q2 2023 in Review

Miller Value Partners sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 3,227,325 shares — an estimated $16.5M sold.

Miller Value Partners first reported a position in SFIX in Q4 2017 and held it in 21 quarters. The position peaked at $124M in Q4 2020. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Miller Value Partners reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Miller Value Partners sold 3,227,325 Stitch Fix shares in Q2 2023, an estimated $16.5M.
  • Miller Value Partners first reported a position in Stitch Fix in Q4 2017 and held it in 21 quarters.
  • Miller Value Partners's Stitch Fix position peaked at $124M in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Miller Value Partners's 13F filing for Q2 2023, filed 14 Aug 2023.