Principal Financial Group
SFIX

Principal Financial Group’s Stitch Fix SFIX Stock Holding History

Principal Financial Group’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
2024
Q2 		– Sell
-10,749
Closed -$28.4K – 2450
2024
Q1 		$28.4K Buy
10,749
+98
+0.9% +$302 ﹤0.01% 2386
2023
Q4 		$38K Sell
10,651
-426
-4% -$1.5K ﹤0.01% 2350
2023
Q3 		$38.2K Buy
+11,077
New +$44.3K ﹤0.01% 2366
2022
Q2 		– Sell
-14,910
Closed -$150K – 2632
2022
Q1 		$150K Buy
14,910
+1,061
+8% +$14.7K ﹤0.01% 2385
2021
Q4 		$262K Buy
13,849
+1,453
+12% +$41.6K ﹤0.01% 2285
2021
Q3 		$495K Buy
12,396
+2,949
+31% +$138K ﹤0.01% 2172
2021
Q2 		$570K Sell
9,447
-2,160
-19% -$111K ﹤0.01% 2182
2021
Q1 		$575K Sell
11,607
-1,901
-14% -$134K ﹤0.01% 2120
2020
Q4 		$793K Buy
13,508
+5,682
+73% +$243K ﹤0.01% 1996
2020
Q3 		$212K Sell
7,826
-1,013
-11% -$26K ﹤0.01% 2190
2020
Q2 		$220K Buy
+8,839
New +$174K ﹤0.01% 2167
2019
Q4 		– Sell
-32,493
Closed -$625K – 2273
2019
Q3 		$625K Buy
32,493
+2,448
+8% +$56.8K ﹤0.01% 1903
2019
Q2 		$961K Buy
+30,045
New +$806K ﹤0.01% 1846

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's SFIX Position: Q2 2024 in Review

Principal Financial Group sold out of Stitch Fix (SFIX) in Q2 2024, closing a stake of 10,749 shares — an estimated $28.4K sold.

Principal Financial Group first reported a position in SFIX in Q2 2019 and held it in 13 quarters. The position peaked at $961K in Q2 2019. 154 funds tracked by Wall St. Rank hold SFIX as of Q2 2024.

  • Principal Financial Group reported no remaining Stitch Fix position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,749 Stitch Fix shares in Q2 2024, an estimated $28.4K.
  • Principal Financial Group first reported a position in Stitch Fix in Q2 2019 and held it in 13 quarters.
  • Principal Financial Group's Stitch Fix position peaked at $961K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.