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PHR icon

Credit Suisse’s Phreesia PHR Stock Holding History

Credit Suisse’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
Q1 		$42.4M Sell
1,770,805
-7,464
-0.4% -$185K 0.04% 413
2023
Q4 		$41.2M Buy
1,778,269
+2,673
+0.2% +$46.1K 0.04% 438
2023
Q3 		$33.2M Sell
1,775,596
-104,792
-6% -$2.82M 0.03% 496
2023
Q2 		$58.3M Sell
1,880,388
-60,599
-3% -$1.9M 0.06% 350
2023
Q1 		$62.7M Sell
1,940,987
-87,359
-4% -$3.07M 0.06% 319
2022
Q4 		$65.6M Buy
2,028,346
+50,827
+3% +$1.38M 0.07% 300
2022
Q3 		$50.4M Buy
1,977,519
+3,880
+0.2% +$96.8K 0.06% 369
2022
Q2 		$49.4M Buy
1,973,639
+1,935
+0.1% +$42.6K 0.05% 390
2022
Q1 		$52M Buy
1,971,704
+208,181
+12% +$6.38M 0.04% 427
2021
Q4 		$73.5M Buy
1,763,523
+179,222
+11% +$10.6M 0.04% 479
2021
Q3 		$97.8M Buy
1,584,301
+5,169
+0.3% +$345K 0.05% 377
2021
Q2 		$97.8M Buy
1,579,132
+4,821
+0.3% +$251K 0.05% 390
2021
Q1 		$82M Buy
1,574,311
+42,260
+3% +$2.66M 0.04% 482
2020
Q4 		$83.1M Buy
1,532,051
+268,858
+21% +$11.5M 0.04% 487
2020
Q3 		$40.6M Buy
1,263,193
+100,469
+9% +$2.99M 0.02% 696
2020
Q2 		$32.9M Buy
1,162,724
+723,313
+165% +$18.8M 0.02% 714
2020
Q1 		$9.24M Buy
439,411
+431,098
+5,186% +$11.8M 0.01% 1214
2019
Q4 		$221K Buy
+8,313
New +$230K ﹤0.01% 3949

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Credit Suisse's PHR Position: Q1 2024 in Review

Credit Suisse reduced its Phreesia (PHR) stake by 0.42% in Q1 2024, selling an estimated $185K and leaving 1,770,805 shares worth $42.4M. The position accounts for 0.04% of the portfolio, ranked #413.

Credit Suisse first reported a position in PHR in Q4 2019 and has held it in 18 quarters since. The position peaked at $97.8M in Q2 2021. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • Credit Suisse held 1,770,805 shares of Phreesia worth $42.4M as of Q1 2024.
  • Credit Suisse sold 7,464 Phreesia shares in Q1 2024, an estimated $185K.
  • Phreesia made up 0.04% of Credit Suisse's portfolio in Q1 2024, its #413 holding.
  • Credit Suisse first reported a position in Phreesia in Q4 2019 and has held it in 18 quarters since.
  • Credit Suisse's Phreesia position peaked at $97.8M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.