Diversified Trust’s Phreesia PHR Stock Holding History

Diversified Trust’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
2026 Q1	$456K	Buy	54,418 +2,996	+6%	+$39.6K	0.01%	716
2025 Q4	$870K	Buy	51,422 +5,600	+12%	+$116K	0.02%	484
2025 Q3	$1.08M	Buy	45,822 +780	+2%	+$21.2K	0.02%	402
2025 Q2	$1.28M	Buy	45,042 +426	+1%	+$10.8K	0.03%	326
2025 Q1	$1.14M	Buy	44,616 +20,260	+83%	+$551K	0.03%	324
2024 Q4	$613K	Hold	24,356	–	–	0.01%	529
2024 Q3	$555K	Buy	24,356 +2,782	+13%	+$65.2K	0.01%	562
2024 Q2	$457K	Buy	21,574 +10,893	+102%	+$236K	0.01%	565
2024 Q1	$256K	Buy	+10,681	New	+$265K	0.01%	691
2021 Q2	–	Sell	-5,359	Closed	-$279K	–	866
2021 Q1	$279K	Buy	+5,359	New	+$338K	0.01%	569

Other funds holding PHR

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return