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Candriam SCA’s Phreesia PHR Stock Holding History

Candriam SCA’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
Q2 		– Sell
-177,939
Closed -$4.26M – 713
2024
Q1 		$4.26M Sell
177,939
-185,501
-51% -$4.61M 0.03% 366
2023
Q4 		$8.41M Buy
363,440
+19,272
+6% +$333K 0.06% 275
2023
Q3 		$6.43M Buy
344,168
+274,168
+392% +$7.38M 0.05% 285
2023
Q2 		$2.17M Buy
+70,000
New +$2.19M 0.02% 478

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Candriam SCA's PHR Position: Q2 2024 in Review

Candriam SCA sold out of Phreesia (PHR) in Q2 2024, closing a stake of 177,939 shares — an estimated $4.26M sold.

Candriam SCA first reported a position in PHR in Q2 2023 and held it in 4 quarters. The position peaked at $8.41M in Q4 2023. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Candriam SCA reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Candriam SCA sold 177,939 Phreesia shares in Q2 2024, an estimated $4.26M.
  • Candriam SCA first reported a position in Phreesia in Q2 2023 and held it in 4 quarters.
  • Candriam SCA's Phreesia position peaked at $8.41M in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Candriam SCA's 13F filing for Q2 2024, filed 5 Aug 2024.