Glenview Trust’s Phreesia PHR Stock Holding History

Glenview 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 Q4	–	Sell	-3,726	Closed	-$230K	–	429
2021 Q3	$230K	Hold	3,726	–	–	0.01%	373
2021 Q2	$228K	Buy	+3,726	New	+$194K	0.01%	380
2021 Q1	–	Sell	-3,726	Closed	-$202K	–	403
2020 Q4	$202K	Buy	+3,726	New	+$160K	0.01%	339

Other funds holding PHR

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

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glenview Trust's PHR Position: Q4 2021 in Review

Glenview Trust sold out of Phreesia (PHR) in Q4 2021, closing a stake of 3,726 shares — an estimated $230K sold.

Glenview Trust first reported a position in PHR in Q4 2020 and held it in 3 quarters. The position peaked at $230K in Q3 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

Glenview Trust reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
Glenview Trust sold 3,726 Phreesia shares in Q4 2021, an estimated $230K.
Glenview Trust first reported a position in Phreesia in Q4 2020 and held it in 3 quarters.
Glenview Trust's Phreesia position peaked at $230K in Q3 2021.
178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Glenview Trust's 13F filing for Q4 2021, filed 10 Feb 2022.