E. Ohman J:or Asset Management’s Phreesia PHR Stock Holding History

E. Ohman J:or Asset 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
2022 Q1	–	Sell	-253,143	Closed	-$10.5M	–	450
2021 Q4	$10.5M	Buy	253,143 +40,000	+19%	+$2.38M	0.3%	58
2021 Q3	$13.2M	Buy	213,143 +9,100	+4%	+$607K	0.41%	50
2021 Q2	$12.5M	Buy	204,043 +21,400	+12%	+$1.11M	0.39%	53
2021 Q1	$9.52M	Sell	182,643 -8,300	-4%	-$523K	0.34%	59
2020 Q4	$10.4M	Buy	190,943 +21,443	+13%	+$920K	0.42%	50
2020 Q3	$5.45M	Buy	+169,500	New	+$5.05M	0.27%	65

Other funds holding PHR

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

E. Ohman J:or Asset Management's PHR Position: Q1 2022 in Review

E. Ohman J:or Asset Management sold out of Phreesia (PHR) in Q1 2022, closing a stake of 253,143 shares — an estimated $10.5M sold.

E. Ohman J:or Asset Management first reported a position in PHR in Q3 2020 and held it in 6 quarters. The position peaked at $13.2M in Q3 2021. 175 funds tracked by Wall St. Rank hold PHR as of Q1 2022.

E. Ohman J:or Asset Management reported no remaining Phreesia position as of Q1 2022 after selling out during the quarter.
E. Ohman J:or Asset Management sold 253,143 Phreesia shares in Q1 2022, an estimated $10.5M.
E. Ohman J:or Asset Management first reported a position in Phreesia in Q3 2020 and held it in 6 quarters.
E. Ohman J:or Asset Management's Phreesia position peaked at $13.2M in Q3 2021.
175 funds tracked by Wall St. Rank held Phreesia as of Q1 2022.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2022, filed 5 Apr 2024.