DC Investments Management’s Phreesia PHR Stock Holding History

DC Investments 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
2019 Q4	–	Sell	-23,924	Closed	-$580K	–	300
2019 Q3	$580K	Buy	+23,924	New	+$631K	0.34%	75

Other funds holding PHR

LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

DC Investments Management's PHR Position: Q4 2019 in Review

DC Investments Management sold out of Phreesia (PHR) in Q4 2019, closing a stake of 23,924 shares — an estimated $580K sold.

DC Investments Management first reported a position in PHR in Q3 2019 and held it in 1 quarter. The position peaked at $580K in Q3 2019. 96 funds tracked by Wall St. Rank hold PHR as of Q4 2019.

DC Investments Management reported no remaining Phreesia position as of Q4 2019 after selling out during the quarter.
DC Investments Management sold 23,924 Phreesia shares in Q4 2019, an estimated $580K.
DC Investments Management first reported a position in Phreesia in Q3 2019 and held it in 1 quarter.
DC Investments Management's Phreesia position peaked at $580K in Q3 2019.
96 funds tracked by Wall St. Rank held Phreesia as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.