Hershey Trust Company’s Phreesia PHR Stock Holding History

Hershey Trust Company’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 Q3	–	Sell	-3,582	Closed	-$101K	–	27
2020 Q2	$101K	Buy	+3,582	New	+$93.3K	﹤0.01%	15

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hershey Trust Company's PHR Position: Q3 2020 in Review

Hershey Trust Company sold out of Phreesia (PHR) in Q3 2020, closing a stake of 3,582 shares — an estimated $101K sold.

Hershey Trust Company first reported a position in PHR in Q2 2020 and held it in 1 quarter. The position peaked at $101K in Q2 2020. 160 funds tracked by Wall St. Rank hold PHR as of Q3 2020.

Hershey Trust Company reported no remaining Phreesia position as of Q3 2020 after selling out during the quarter.
Hershey Trust Company sold 3,582 Phreesia shares in Q3 2020, an estimated $101K.
Hershey Trust Company first reported a position in Phreesia in Q2 2020 and held it in 1 quarter.
Hershey Trust Company's Phreesia position peaked at $101K in Q2 2020.
160 funds tracked by Wall St. Rank held Phreesia as of Q3 2020.

Based on Hershey Trust Company's 13F filing for Q3 2020, filed 23 Oct 2020.