UBS AM’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
+32,873
| New | +$122K | ﹤0.01% | 2581 |
|
|
2024
Q2 | – | Sell |
-99,294
| Closed | -$262K | – | 2871 |
|
|
2024
Q1 | $262K | Hold |
99,294
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q4 | $354K | Buy |
99,294
+9,256
| +10% | +$33K | ﹤0.01% | 2391 |
|
|
2023
Q3 | $311K | Hold |
90,038
| – | – | ﹤0.01% | 2423 |
|
|
2023
Q2 | $460K | Hold |
90,038
| – | – | ﹤0.01% | 2356 |
|
|
2023
Q1 | $460K | Sell |
90,038
-26,270
| -23% | -$134K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $362K | Hold |
116,308
| – | – | ﹤0.01% | 2290 |
|
|
2022
Q3 | $459K | Buy |
116,308
+14,549
| +14% | +$57.5K | ﹤0.01% | 2375 |
|
|
2022
Q2 | $503K | Sell |
101,759
-4,650
| -4% | -$23K | ﹤0.01% | 2312 |
|
|
2022
Q1 | $1.07M | Buy |
106,409
+29,221
| +38% | +$294K | ﹤0.01% | 2095 |
|
|
2021
Q4 | $1.46M | Buy |
77,188
+2,013
| +3% | +$38.1K | ﹤0.01% | 2011 |
|
|
2021
Q3 | $3M | Buy |
75,175
+3,245
| +5% | +$130K | ﹤0.01% | 1635 |
|
|
2021
Q2 | $4.34M | Buy |
71,930
+19,336
| +37% | +$1.17M | ﹤0.01% | 1438 |
|
|
2021
Q1 | $2.61M | Buy |
52,594
+1,491
| +3% | +$73.9K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $3M | Buy |
51,103
+13,090
| +34% | +$769K | ﹤0.01% | 1526 |
|
|
2020
Q3 | $1.03M | Sell |
38,013
-11,900
| -24% | -$323K | ﹤0.01% | 1836 |
|
|
2020
Q2 | $1.24M | Buy |
49,913
+5,232
| +12% | +$130K | ﹤0.01% | 1708 |
|
|
2020
Q1 | $567K | Buy |
44,681
+10,212
| +30% | +$130K | ﹤0.01% | 1928 |
|
|
2019
Q4 | $884K | Sell |
34,469
-6,524
| -16% | -$167K | ﹤0.01% | 1975 |
|
|
2019
Q3 | $789K | Buy |
40,993
+13,933
| +51% | +$268K | ﹤0.01% | 2063 |
|
|
2019
Q2 | $866K | Buy |
+27,060
| New | +$866K | ﹤0.01% | 1951 |
|