272 Capital’s Phreesia PHR Stock Holding History

272 Capital’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-181,187	Closed	-$3.21M	–	95
2023 Q4	$3.21M	Buy	181,187 +7,608	+4%	+$131K	1.09%	27
2023 Q3	$3.24M	Buy	+173,579	New	+$4.67M	1.29%	20

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

272 Capital's PHR Position: Q1 2024 in Review

272 Capital sold out of Phreesia (PHR) in Q1 2024, closing a stake of 181,187 shares — an estimated $3.21M sold.

272 Capital first reported a position in PHR in Q3 2023 and held it in 2 quarters. The position peaked at $3.24M in Q3 2023. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

272 Capital reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
272 Capital sold 181,187 Phreesia shares in Q1 2024, an estimated $3.21M.
272 Capital first reported a position in Phreesia in Q3 2023 and held it in 2 quarters.
272 Capital's Phreesia position peaked at $3.24M in Q3 2023.
190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on 272 Capital's 13F filing for Q1 2024, filed 15 May 2024.