Foundry Partners’s Phreesia PHR Stock Holding History

Foundry Partners’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
2021 Q2	–	Sell	-24,959	Closed	-$1.3M	–	423
2021 Q1	$1.3M	Sell	24,959 -8,192	-25%	-$516K	0.04%	329
2020 Q4	$1.8M	Buy	+33,151	New	+$1.42M	0.07%	295

Other funds holding PHR

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

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

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

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Foundry Partners's PHR Position: Q2 2021 in Review

Foundry Partners sold out of Phreesia (PHR) in Q2 2021, closing a stake of 24,959 shares — an estimated $1.3M sold.

Foundry Partners first reported a position in PHR in Q4 2020 and held it in 2 quarters. The position peaked at $1.8M in Q4 2020. 185 funds tracked by Wall St. Rank hold PHR as of Q2 2021.

Foundry Partners reported no remaining Phreesia position as of Q2 2021 after selling out during the quarter.
Foundry Partners sold 24,959 Phreesia shares in Q2 2021, an estimated $1.3M.
Foundry Partners first reported a position in Phreesia in Q4 2020 and held it in 2 quarters.
Foundry Partners's Phreesia position peaked at $1.8M in Q4 2020.
185 funds tracked by Wall St. Rank held Phreesia as of Q2 2021.

Based on Foundry Partners's 13F filing for Q2 2021, filed 23 Jul 2021.