M&T Bank
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M&T Bank’s Phreesia PHR Stock Holding History

M&T Bank’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
2025
Q1 		– Sell
-54,939
Closed -$1.38M – 1645
2024
Q4 		$1.38M Buy
54,939
+19,812
+56% +$423K ﹤0.01% 797
2024
Q3 		$801K Buy
35,127
+1,535
+5% +$35.9K ﹤0.01% 979
2024
Q2 		$712K Buy
33,592
+6,290
+23% +$136K ﹤0.01% 981
2024
Q1 		$653K Buy
27,302
+4,522
+20% +$112K ﹤0.01% 1033
2023
Q4 		$527K Buy
+22,780
New +$393K ﹤0.01% 1109

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M&T Bank's PHR Position: Q1 2025 in Review

M&T Bank sold out of Phreesia (PHR) in Q1 2025, closing a stake of 54,939 shares — an estimated $1.38M sold.

M&T Bank first reported a position in PHR in Q4 2023 and held it in 5 quarters. The position peaked at $1.38M in Q4 2024. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • M&T Bank reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 54,939 Phreesia shares in Q1 2025, an estimated $1.38M.
  • M&T Bank first reported a position in Phreesia in Q4 2023 and held it in 5 quarters.
  • M&T Bank's Phreesia position peaked at $1.38M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.