Mackay Shields LLC’s Phreesia PHR Stock Holding History

Mackay Shields LLC’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	-32,200	Closed	-$910K	–	1525
2020 Q2	$910K	Buy	+32,200	New	+$839K	0.01%	1059

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

Mackay Shields LLC's PHR Position: Q3 2020 in Review

Mackay Shields LLC sold out of Phreesia (PHR) in Q3 2020, closing a stake of 32,200 shares — an estimated $910K sold.

Mackay Shields LLC first reported a position in PHR in Q2 2020 and held it in 1 quarter. The position peaked at $910K in Q2 2020. 160 funds tracked by Wall St. Rank hold PHR as of Q3 2020.

Mackay Shields LLC reported no remaining Phreesia position as of Q3 2020 after selling out during the quarter.
Mackay Shields LLC sold 32,200 Phreesia shares in Q3 2020, an estimated $910K.
Mackay Shields LLC first reported a position in Phreesia in Q2 2020 and held it in 1 quarter.
Mackay Shields LLC's Phreesia position peaked at $910K in Q2 2020.
160 funds tracked by Wall St. Rank held Phreesia as of Q3 2020.

Based on Mackay Shields LLC's 13F filing for Q3 2020, filed 4 Nov 2020.