Echo Street Capital Management’s Phreesia PHR Stock Holding History

Echo Street Capital 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 Q3	–	Sell	-1,207,228	Closed	-$30.2M	–	669
2022 Q2	$30.2M	Hold	1,207,228	–	–	0.27%	84
2022 Q1	$31.8M	Buy	1,207,228 +866,654	+254%	+$26.6M	0.23%	89
2021 Q4	$14.2M	Buy	+340,574	New	+$20.2M	0.1%	112
2021 Q3	–	Sell	-188,442	Closed	-$11.6M	–	721
2021 Q2	$11.6M	Buy	+188,442	New	+$9.81M	0.09%	117
2020 Q4	–	Sell	-36,292	Closed	-$1.17M	–	364
2020 Q3	$1.17M	Sell	36,292 -155,215	-81%	-$4.62M	0.02%	104
2020 Q2	$5.42M	Buy	+191,507	New	+$4.99M	0.06%	163
2020 Q1	–	Sell	-320,936	Closed	-$8.55M	–	205
2019 Q4	$8.55M	Buy	+320,936	New	+$8.87M	0.13%	150

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Echo Street Capital Management's PHR Position: Q3 2022 in Review

Echo Street Capital Management sold out of Phreesia (PHR) in Q3 2022, closing a stake of 1,207,228 shares — an estimated $30.2M sold.

Echo Street Capital Management first reported a position in PHR in Q4 2019 and held it in 7 quarters. The position peaked at $31.8M in Q1 2022. 181 funds tracked by Wall St. Rank hold PHR as of Q3 2022.

Echo Street Capital Management reported no remaining Phreesia position as of Q3 2022 after selling out during the quarter.
Echo Street Capital Management sold 1,207,228 Phreesia shares in Q3 2022, an estimated $30.2M.
Echo Street Capital Management first reported a position in Phreesia in Q4 2019 and held it in 7 quarters.
Echo Street Capital Management's Phreesia position peaked at $31.8M in Q1 2022.
181 funds tracked by Wall St. Rank held Phreesia as of Q3 2022.

Based on Echo Street Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.