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Harel Insurance Investments & Financial Services’s Phreesia PHR Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-231
Closed -$5K – 560
2024
Q2 		$5K Buy
231
+147
+175% +$3.19K ﹤0.01% 508
2024
Q1 		$2K Sell
84
-246
-75% -$6.11K ﹤0.01% 529
2023
Q4 		$8K Sell
330
-569
-63% -$9.82K ﹤0.01% 555
2023
Q3 		$17K Sell
899
-2
-0.2% -$54 ﹤0.01% 563
2023
Q2 		$28K Buy
901
+33
+4% +$1.03K ﹤0.01% 542
2023
Q1 		$28K Buy
868
+43
+5% +$1.51K ﹤0.01% 561
2022
Q4 		$27K Buy
825
+1
+0.1% +$27 ﹤0.01% 551
2022
Q3 		$21K Sell
824
-115
-12% -$2.87K ﹤0.01% 592
2022
Q2 		$23K Sell
939
-82
-8% -$1.81K ﹤0.01% 625
2022
Q1 		$27K Sell
1,021
-190
-16% -$5.82K ﹤0.01% 609
2021
Q4 		$51K Sell
1,211
-1,717
-59% -$102K ﹤0.01% 582
2021
Q3 		$181K Sell
2,928
-1,477
-34% -$98.5K ﹤0.01% 382
2021
Q2 		$270K Sell
4,405
-3,331
-43% -$173K 0.01% 551
2021
Q1 		$875K Buy
+7,736
New +$487K 0.02% 391

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PHR Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Phreesia (PHR) in Q3 2024, closing a stake of 231 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in PHR in Q1 2021 and held it in 14 quarters. The position peaked at $875K in Q1 2021. 191 funds tracked by Wall St. Rank hold PHR as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Phreesia position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 231 Phreesia shares in Q3 2024, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in Phreesia in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Phreesia position peaked at $875K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Phreesia as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.