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Engle Capital Management’s Phreesia PHR Stock Holding History

Engle 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
2023
Q2 		– Sell
-325,000
Closed -$10.5M – 33
2023
Q1 		$10.5M Buy
+325,000
New +$11.4M 3.44% 14
2021
Q3 		– Sell
-310,000
Closed -$19M – 29
2021
Q2 		$19M Buy
+310,000
New +$16.1M 2.78% 16
2019
Q4 		– Sell
-110,000
Closed -$2.67M – 21
2019
Q3 		$2.67M Buy
+110,000
New +$2.9M 0.71% 18

Other funds holding PHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Engle Capital Management's PHR Position: Q2 2023 in Review

Engle Capital Management sold out of Phreesia (PHR) in Q2 2023, closing a stake of 325,000 shares — an estimated $10.5M sold.

Engle Capital Management first reported a position in PHR in Q3 2019 and held it in 3 quarters. The position peaked at $19M in Q2 2021. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • Engle Capital Management reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • Engle Capital Management sold 325,000 Phreesia shares in Q2 2023, an estimated $10.5M.
  • Engle Capital Management first reported a position in Phreesia in Q3 2019 and held it in 3 quarters.
  • Engle Capital Management's Phreesia position peaked at $19M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Engle Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.