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Hamilton Lane Advisors’s Phreesia PHR Stock Holding History

Hamilton Lane Advisors’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
-22,411
Closed -$720K – 56
2020
Q3 		$720K Sell
22,411
-3,741
-14% -$111K 0.35% 34
2020
Q2 		$740K Buy
+26,152
New +$681K 0.4% 25

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hamilton Lane Advisors's PHR Position: Q4 2020 in Review

Hamilton Lane Advisors sold out of Phreesia (PHR) in Q4 2020, closing a stake of 22,411 shares — an estimated $720K sold.

Hamilton Lane Advisors first reported a position in PHR in Q2 2020 and held it in 2 quarters. The position peaked at $740K in Q2 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

  • Hamilton Lane Advisors reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
  • Hamilton Lane Advisors sold 22,411 Phreesia shares in Q4 2020, an estimated $720K.
  • Hamilton Lane Advisors first reported a position in Phreesia in Q2 2020 and held it in 2 quarters.
  • Hamilton Lane Advisors's Phreesia position peaked at $740K in Q2 2020.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Hamilton Lane Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.