Wellington Management Group
SFIX

Wellington Management Group’s Stitch Fix SFIX Stock Holding History

Wellington Management 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
2022
Q3 		– Sell
-23,281
Closed -$115K – 2137
2022
Q2 		$115K Buy
+23,281
New +$195K ﹤0.01% 2029
2019
Q4 		– Sell
-97,973
Closed -$1.89M – 2108
2019
Q3 		$1.89M Buy
+97,973
New +$2.28M ﹤0.01% 1600
2018
Q4 		– Sell
-675,813
Closed -$29.6M – 2179
2018
Q3 		$29.6M Buy
+675,813
New +$24.6M 0.01% 960

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group's SFIX Position: Q3 2022 in Review

Wellington Management Group sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 23,281 shares — an estimated $115K sold.

Wellington Management Group first reported a position in SFIX in Q3 2018 and held it in 3 quarters. The position peaked at $29.6M in Q3 2018. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

  • Wellington Management Group reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
  • Wellington Management Group sold 23,281 Stitch Fix shares in Q3 2022, an estimated $115K.
  • Wellington Management Group first reported a position in Stitch Fix in Q3 2018 and held it in 3 quarters.
  • Wellington Management Group's Stitch Fix position peaked at $29.6M in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.