CP
PHR icon

CenterBook Partners’s Phreesia PHR Stock Holding History

CenterBook Partners’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
Q4 		– Sell
-32,960
Closed -$751K – 571
2024
Q3 		$751K Sell
32,960
-15,361
-32% -$360K 0.05% 342
2024
Q2 		$1.02M Buy
48,321
+26,375
+120% +$572K 0.06% 330
2024
Q1 		$525K Sell
21,946
-1,209
-5% -$30K 0.04% 345
2023
Q4 		$536K Buy
23,155
+4,729
+26% +$81.6K 0.07% 319
2023
Q3 		$344K Buy
18,426
+5,939
+48% +$160K 0.04% 371
2023
Q2 		$387K Buy
+12,487
New +$391K 0.05% 354

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

CenterBook Partners's PHR Position: Q4 2024 in Review

CenterBook Partners sold out of Phreesia (PHR) in Q4 2024, closing a stake of 32,960 shares — an estimated $751K sold.

CenterBook Partners first reported a position in PHR in Q2 2023 and held it in 6 quarters. The position peaked at $1.02M in Q2 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • CenterBook Partners reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • CenterBook Partners sold 32,960 Phreesia shares in Q4 2024, an estimated $751K.
  • CenterBook Partners first reported a position in Phreesia in Q2 2023 and held it in 6 quarters.
  • CenterBook Partners's Phreesia position peaked at $1.02M in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on CenterBook Partners's 13F filing for Q4 2024, filed 13 Feb 2025.