Advisory Research’s Phreesia PHR Stock Holding History

Advisory Research’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
2021 Q2	–	Sell	-21,380	Closed	-$1.11M	–	375
2021 Q1	$1.11M	Buy	21,380 +5,477	+34%	+$345K	0.08%	192
2020 Q4	$863K	Buy	+15,903	New	+$682K	0.06%	209

Other funds holding PHR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

RSCM

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

Advisory Research's PHR Position: Q2 2021 in Review

Advisory Research sold out of Phreesia (PHR) in Q2 2021, closing a stake of 21,380 shares — an estimated $1.11M sold.

Advisory Research first reported a position in PHR in Q4 2020 and held it in 2 quarters. The position peaked at $1.11M in Q1 2021. 185 funds tracked by Wall St. Rank hold PHR as of Q2 2021.

Advisory Research reported no remaining Phreesia position as of Q2 2021 after selling out during the quarter.
Advisory Research sold 21,380 Phreesia shares in Q2 2021, an estimated $1.11M.
Advisory Research first reported a position in Phreesia in Q4 2020 and held it in 2 quarters.
Advisory Research's Phreesia position peaked at $1.11M in Q1 2021.
185 funds tracked by Wall St. Rank held Phreesia as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.