HIM
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Hillsdale Investment Management’s Phreesia PHR Stock Holding History

Hillsdale Investment Management’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
2023
Q4 		– Sell
-180
Closed -$3.36K – 628
2023
Q3 		$3.36K Buy
180
+70
+64% +$1.88K ﹤0.01% 551
2023
Q2 		$3.41K Sell
110
-20,290
-99% -$635K ﹤0.01% 499
2023
Q1 		$659K Hold
20,400
– – 0.06% 254
2022
Q4 		$660K Buy
+20,400
New +$554K 0.06% 264

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Hillsdale Investment Management's PHR Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Phreesia (PHR) in Q4 2023, closing a stake of 180 shares — an estimated $3.36K sold.

Hillsdale Investment Management first reported a position in PHR in Q4 2022 and held it in 4 quarters. The position peaked at $660K in Q4 2022. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 180 Phreesia shares in Q4 2023, an estimated $3.36K.
  • Hillsdale Investment Management first reported a position in Phreesia in Q4 2022 and held it in 4 quarters.
  • Hillsdale Investment Management's Phreesia position peaked at $660K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.