Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Phreesia PHR Stock Holding History

Kayne Anderson Rudnick 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
2021
Q1 		– Sell
-17
Closed -$1K – 685
2020
Q4 		$1K Buy
+17
New +$729 ﹤0.01% 647

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $167B AUM 44.17% 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 $6.8B AUM 45.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PHR Position: Q1 2021 in Review

Kayne Anderson Rudnick Investment Management sold out of Phreesia (PHR) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PHR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 188 funds tracked by Wall St. Rank hold PHR as of Q1 2021.

  • Kayne Anderson Rudnick Investment Management reported no remaining Phreesia position as of Q1 2021 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 17 Phreesia shares in Q1 2021, an estimated $1K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Phreesia in Q4 2020 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's Phreesia position peaked at $1K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Phreesia as of Q1 2021.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2021, filed 17 May 2021.