BloombergSen’s Phreesia PHR Stock Holding History

BloombergSen’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
2023 Q3	–	Sell	-2,800	Closed	-$86.8K	–	33
2023 Q2	$86.8K	Sell	2,800 -2,600	-48%	-$81.4K	0.01%	31
2023 Q1	$174K	Sell	5,400 -100	-2%	-$3.52K	0.01%	26
2022 Q4	$178K	Hold	5,500	–	–	0.01%	22
2022 Q3	$140K	Hold	5,500	–	–	0.01%	30
2022 Q2	$138K	Buy	5,500 +2,000	+57%	+$44K	0.01%	33
2022 Q1	$92K	Buy	+3,500	New	+$107K	﹤0.01%	39

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

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

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

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

RSCM

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BloombergSen's PHR Position: Q3 2023 in Review

BloombergSen sold out of Phreesia (PHR) in Q3 2023, closing a stake of 2,800 shares — an estimated $86.8K sold.

BloombergSen first reported a position in PHR in Q1 2022 and held it in 6 quarters. The position peaked at $178K in Q4 2022. 174 funds tracked by Wall St. Rank hold PHR as of Q3 2023.

BloombergSen reported no remaining Phreesia position as of Q3 2023 after selling out during the quarter.
BloombergSen sold 2,800 Phreesia shares in Q3 2023, an estimated $86.8K.
BloombergSen first reported a position in Phreesia in Q1 2022 and held it in 6 quarters.
BloombergSen's Phreesia position peaked at $178K in Q4 2022.
174 funds tracked by Wall St. Rank held Phreesia as of Q3 2023.

Based on BloombergSen's 13F filing for Q3 2023, filed 13 Nov 2023.