OPS
SFIX

Orion Portfolio Solutions’s Stitch Fix SFIX Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-127
Closed -$3K – 1760
2020
Q2 		$3K Hold
127
– – ﹤0.01% 1683
2020
Q1 		$2K Buy
127
+27
+27% +$586 ﹤0.01% 1622
2019
Q4 		$3K Buy
+100
New +$2.32K ﹤0.01% 1436

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's SFIX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Stitch Fix (SFIX) in Q3 2020, closing a stake of 127 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in SFIX in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 208 funds tracked by Wall St. Rank hold SFIX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Stitch Fix position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 127 Stitch Fix shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Stitch Fix in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Stitch Fix position peaked at $3K in Q2 2020.
  • 208 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.