CFM
PHR icon

Crawford Fund Management’s Phreesia PHR Stock Holding History

Crawford Fund Management’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
2025
Q2 		– Sell
-12,500
Closed -$320K – 210
2025
Q1 		$320K Sell
12,500
-24,000
-66% -$652K 0.08% 157
2024
Q4 		$918K Sell
36,500
-27,000
-43% -$577K 0.16% 132
2024
Q3 		$1.45M Sell
63,500
-12,000
-16% -$281K 0.31% 85
2024
Q2 		$1.6M Buy
75,500
+40,000
+113% +$868K 0.4% 74
2024
Q1 		$850K Sell
35,500
-8,000
-18% -$199K 0.2% 111
2023
Q4 		$1.01M Buy
+43,500
New +$751K 0.2% 117

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Fidelity Investments
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GF
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Capital International Investors
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CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return