Grosvenor Holdings’s Phreesia PHR Stock Holding History

Grosvenor Holdings’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
2020 Q4	–	Sell	-6,157	Closed	-$198K	–	36
2020 Q3	$198K	Buy	+6,157	New	+$183K	0.01%	29

Other funds holding PHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Grosvenor Holdings's PHR Position: Q4 2020 in Review

Grosvenor Holdings sold out of Phreesia (PHR) in Q4 2020, closing a stake of 6,157 shares — an estimated $198K sold.

Grosvenor Holdings first reported a position in PHR in Q3 2020 and held it in 1 quarter. The position peaked at $198K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

Grosvenor Holdings reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
Grosvenor Holdings sold 6,157 Phreesia shares in Q4 2020, an estimated $198K.
Grosvenor Holdings first reported a position in Phreesia in Q3 2020 and held it in 1 quarter.
Grosvenor Holdings's Phreesia position peaked at $198K in Q3 2020.
179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Grosvenor Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.