KI
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Kula Investments’s Phreesia PHR Stock Holding History

Kula Investments’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
Q1 		$420K Buy
+13,001
New +$457K 0.1% 349

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Kula Investments's PHR Position: Q1 2023 in Review

Kula Investments opened a new position in Phreesia (PHR) in Q1 2023: 13,001 shares worth $420K. The stake represents 0.1% of the portfolio and ranks #349 among its holdings.

204 funds tracked by Wall St. Rank hold PHR as of Q1 2023.

  • Kula Investments held 13,001 shares of Phreesia worth $420K as of Q1 2023.
  • Phreesia was a new Kula Investments position in Q1 2023.
  • Phreesia made up 0.1% of Kula Investments's portfolio in Q1 2023, its #349 holding.
  • 204 funds tracked by Wall St. Rank held Phreesia as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.