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Eaton Vance Management’s Phreesia PHR Stock Holding History

Eaton Vance 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
-39,149
Closed -$1.63M – 2461
2021
Q4 		$1.63M Sell
39,149
-9,091
-19% -$540K ﹤0.01% 1068
2021
Q3 		$2.98M Sell
48,240
-13,777
-22% -$919K ﹤0.01% 844
2021
Q2 		$3.8M Sell
62,017
-144
-0.2% -$7.5K 0.01% 852
2021
Q1 		$3.24M Sell
62,161
-297,889
-83% -$18.8M ﹤0.01% 858
2020
Q4 		$19.5M Sell
360,050
-267,921
-43% -$11.5M 0.03% 421
2020
Q3 		$20.2M Buy
627,971
+330,465
+111% +$9.84M 0.04% 358
2020
Q2 		$8.41M Buy
+297,506
New +$7.75M 0.02% 485

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Point72 Asset Management
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
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

Eaton Vance Management's PHR Position: Q1 2022 in Review

Eaton Vance Management sold out of Phreesia (PHR) in Q1 2022, closing a stake of 39,149 shares — an estimated $1.63M sold.

Eaton Vance Management first reported a position in PHR in Q2 2020 and held it in 7 quarters. The position peaked at $20.2M in Q3 2020. 175 funds tracked by Wall St. Rank hold PHR as of Q1 2022.

  • Eaton Vance Management reported no remaining Phreesia position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 39,149 Phreesia shares in Q1 2022, an estimated $1.63M.
  • Eaton Vance Management first reported a position in Phreesia in Q2 2020 and held it in 7 quarters.
  • Eaton Vance Management's Phreesia position peaked at $20.2M in Q3 2020.
  • 175 funds tracked by Wall St. Rank held Phreesia as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.