MCM
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Manchester Capital Management’s Phreesia PHR Stock Holding History

Manchester Capital 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
-78
Closed -$1.46K – 1064
2023
Q3 		$1.46K Hold
78
– – ﹤0.01% 802
2023
Q2 		$2.42K Sell
78
-15
-16% -$470 ﹤0.01% 718
2023
Q1 		$3K Hold
93
– – ﹤0.01% 716
2022
Q4 		$3.01K Sell
93
-26
-22% -$706 ﹤0.01% 616
2022
Q3 		$3K Buy
119
+11
+10% +$275 ﹤0.01% 592
2022
Q2 		$3K Sell
108
-146
-57% -$3.21K ﹤0.01% 645
2022
Q1 		$7K Buy
254
+90
+55% +$2.76K ﹤0.01% 599
2021
Q4 		$7K Buy
164
+18
+12% +$1.07K ﹤0.01% 618
2021
Q3 		$9K Buy
+146
New +$9.74K ﹤0.01% 604

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

Manchester Capital Management's PHR Position: Q4 2023 in Review

Manchester Capital Management sold out of Phreesia (PHR) in Q4 2023, closing a stake of 78 shares — an estimated $1.46K sold.

Manchester Capital Management first reported a position in PHR in Q3 2021 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Manchester Capital Management reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
  • Manchester Capital Management sold 78 Phreesia shares in Q4 2023, an estimated $1.46K.
  • Manchester Capital Management first reported a position in Phreesia in Q3 2021 and held it in 9 quarters.
  • Manchester Capital Management's Phreesia position peaked at $9K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.