EDRH
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Edmond de Rothschild Holding’s Phreesia PHR Stock Holding History

Edmond de Rothschild Holding’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
Q2 		– Sell
-37,650
Closed -$992K – 843
2022
Q1 		$992K Buy
37,650
+800
+2% +$24.5K 0.02% 334
2021
Q4 		$1.53M Buy
36,850
+1,451
+4% +$86.2K 0.03% 332
2021
Q3 		$2.18M Sell
35,399
-3,006
-8% -$201K 0.05% 264
2021
Q2 		$2.35M Buy
38,405
+7,418
+24% +$386K 0.05% 243
2021
Q1 		$1.61M Buy
30,987
+15,201
+96% +$958K 0.04% 272
2020
Q4 		$857K Buy
15,786
+1,200
+8% +$51.5K 0.03% 307
2020
Q3 		$469K Buy
+14,586
New +$434K 0.02% 321

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Edmond de Rothschild Holding's PHR Position: Q2 2022 in Review

Edmond de Rothschild Holding sold out of Phreesia (PHR) in Q2 2022, closing a stake of 37,650 shares — an estimated $992K sold.

Edmond de Rothschild Holding first reported a position in PHR in Q3 2020 and held it in 7 quarters. The position peaked at $2.35M in Q2 2021. 164 funds tracked by Wall St. Rank hold PHR as of Q2 2022.

  • Edmond de Rothschild Holding reported no remaining Phreesia position as of Q2 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 37,650 Phreesia shares in Q2 2022, an estimated $992K.
  • Edmond de Rothschild Holding first reported a position in Phreesia in Q3 2020 and held it in 7 quarters.
  • Edmond de Rothschild Holding's Phreesia position peaked at $2.35M in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Phreesia as of Q2 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2022, filed 12 Aug 2022.