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American Financial Group’s Phreesia PHR Stock Holding History

American Financial Group’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
2020
Q4 		– Sell
-34,101
Closed -$1.1M – 117
2020
Q3 		$1.1M Hold
34,101
– – 0.15% 77
2020
Q2 		$964K Buy
+34,101
New +$888K 0.13% 82

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Financial Group's PHR Position: Q4 2020 in Review

American Financial Group sold out of Phreesia (PHR) in Q4 2020, closing a stake of 34,101 shares — an estimated $1.1M sold.

American Financial Group first reported a position in PHR in Q2 2020 and held it in 2 quarters. The position peaked at $1.1M in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

  • American Financial Group reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
  • American Financial Group sold 34,101 Phreesia shares in Q4 2020, an estimated $1.1M.
  • American Financial Group first reported a position in Phreesia in Q2 2020 and held it in 2 quarters.
  • American Financial Group's Phreesia position peaked at $1.1M in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on American Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.