ClearBridge Investments
PHR icon

ClearBridge Investments’s Phreesia PHR Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-503,433
Closed -$13.3M – 1084
2019
Q4 		$13.3M Buy
503,433
+602
+0.1% +$16.6K 0.01% 515
2019
Q3 		$12.2M Buy
+502,831
New +$13.3M 0.01% 504

Other funds holding PHR

LW
LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments's PHR Position: Q1 2020 in Review

ClearBridge Investments sold out of Phreesia (PHR) in Q1 2020, closing a stake of 503,433 shares — an estimated $13.3M sold.

ClearBridge Investments first reported a position in PHR in Q3 2019 and held it in 2 quarters. The position peaked at $13.3M in Q4 2019. 98 funds tracked by Wall St. Rank hold PHR as of Q1 2020.

  • ClearBridge Investments reported no remaining Phreesia position as of Q1 2020 after selling out during the quarter.
  • ClearBridge Investments sold 503,433 Phreesia shares in Q1 2020, an estimated $13.3M.
  • ClearBridge Investments first reported a position in Phreesia in Q3 2019 and held it in 2 quarters.
  • ClearBridge Investments's Phreesia position peaked at $13.3M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Phreesia as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.