Patient Capital Management’s Stitch Fix SFIX Stock Holding History

Patient Capital 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
2023 Q3	–	Sell	-856,900	Closed	-$3.3M	–	45
2023 Q2	$3.3M	Buy	856,900 +218,800	+34%	+$829K	0.18%	35
2023 Q1	$3.26M	Sell	638,100 -24,250	-4%	-$114K	1.45%	32
2022 Q4	$2.06M	Hold	662,350	–	–	1%	35
2022 Q3	$2.62M	Buy	+662,350	New	+$3.76M	1.31%	33
2022 Q2	–	Sell	-160,500	Closed	-$1.62M	–	46
2022 Q1	$1.62M	Hold	160,500	–	–	0.55%	40
2021 Q4	$3.04M	Buy	+160,500	New	+$4.6M	0.88%	39

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

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

PCR

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patient Capital Management's SFIX Position: Q3 2023 in Review

Patient Capital Management sold out of Stitch Fix (SFIX) in Q3 2023, closing a stake of 856,900 shares — an estimated $3.3M sold.

Patient Capital Management first reported a position in SFIX in Q4 2021 and held it in 6 quarters. The position peaked at $3.3M in Q2 2023. 152 funds tracked by Wall St. Rank hold SFIX as of Q3 2023.

Patient Capital Management reported no remaining Stitch Fix position as of Q3 2023 after selling out during the quarter.
Patient Capital Management sold 856,900 Stitch Fix shares in Q3 2023, an estimated $3.3M.
Patient Capital Management first reported a position in Stitch Fix in Q4 2021 and held it in 6 quarters.
Patient Capital Management's Stitch Fix position peaked at $3.3M in Q2 2023.
152 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2023.

Based on Patient Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.