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Glenmede Trust’s Phreesia PHR Stock Holding History

Glenmede Trust’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
-5,115
Closed -$265K – 1306
2021
Q1 		$265K Hold
5,115
– – ﹤0.01% 1002
2020
Q4 		$277K Sell
5,115
-1,705
-25% -$73.2K ﹤0.01% 984
2020
Q3 		$218K Sell
6,820
-3,410
-33% -$102K ﹤0.01% 1000
2020
Q2 		$288K Buy
+10,230
New +$266K ﹤0.01% 919

Other funds holding PHR

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

Glenmede Trust's PHR Position: Q2 2021 in Review

Glenmede Trust sold out of Phreesia (PHR) in Q2 2021, closing a stake of 5,115 shares — an estimated $265K sold.

Glenmede Trust first reported a position in PHR in Q2 2020 and held it in 4 quarters. The position peaked at $288K in Q2 2020. 185 funds tracked by Wall St. Rank hold PHR as of Q2 2021.

  • Glenmede Trust reported no remaining Phreesia position as of Q2 2021 after selling out during the quarter.
  • Glenmede Trust sold 5,115 Phreesia shares in Q2 2021, an estimated $265K.
  • Glenmede Trust first reported a position in Phreesia in Q2 2020 and held it in 4 quarters.
  • Glenmede Trust's Phreesia position peaked at $288K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held Phreesia as of Q2 2021.

Based on Glenmede Trust's 13F filing for Q2 2021, filed 16 Aug 2021.