Sugarloaf Wealth Management’s Stitch Fix SFIX Stock Holding History

Sugarloaf Wealth 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
2022 Q4	–	Sell	-150	Closed	-$1K	–	850
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	795
2022 Q2	$1K	Hold	150	–	–	﹤0.01%	758
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	655
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	649
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	596
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	516
2021 Q1	$7	Hold	150	–	–	﹤0.01%	556
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	489
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	551
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	552
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	615
2019 Q4	$4K	Buy	+150	New	+$3.48K	﹤0.01%	576

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's SFIX Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Stitch Fix (SFIX) in Q4 2022, closing a stake of 150 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in SFIX in Q4 2019 and held it in 12 quarters. The position peaked at $9K in Q2 2021. 176 funds tracked by Wall St. Rank hold SFIX as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Stitch Fix position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 150 Stitch Fix shares in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in Stitch Fix in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Stitch Fix position peaked at $9K in Q2 2021.
176 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.