NSIM
SFIX

North Star Investment Management’s Stitch Fix SFIX Stock Holding History

North Star Investment 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
2020
Q1 		– Sell
-300
Closed -$8K – 1059
2019
Q4 		$8K Hold
300
– – ﹤0.01% 857
2019
Q3 		$6K Buy
+300
New +$6.97K ﹤0.01% 902
2019
Q1 		– Sell
-300
Closed -$5K – 1087
2018
Q4 		$5K Buy
+300
New +$7.42K ﹤0.01% 912

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

North Star Investment Management's SFIX Position: Q1 2020 in Review

North Star Investment Management sold out of Stitch Fix (SFIX) in Q1 2020, closing a stake of 300 shares — an estimated $8K sold.

North Star Investment Management first reported a position in SFIX in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 178 funds tracked by Wall St. Rank hold SFIX as of Q1 2020.

  • North Star Investment Management reported no remaining Stitch Fix position as of Q1 2020 after selling out during the quarter.
  • North Star Investment Management sold 300 Stitch Fix shares in Q1 2020, an estimated $8K.
  • North Star Investment Management first reported a position in Stitch Fix in Q4 2018 and held it in 3 quarters.
  • North Star Investment Management's Stitch Fix position peaked at $8K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2020.

Based on North Star Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.