Marshall Wace North America’s Phreesia PHR Stock Holding History

Marshall Wace North America’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 Q3	–	Sell	-4,609	Closed	-$282K	–	1644
2021 Q2	$282K	Sell	4,609 -8,573	-65%	-$446K	﹤0.01%	1291
2021 Q1	$686K	Buy	+13,182	New	+$830K	﹤0.01%	1132
2020 Q4	–	Sell	-39,014	Closed	-$1.26M	–	1512
2020 Q3	$1.26M	Sell	39,014 -72,046	-65%	-$2.14M	0.01%	738
2020 Q2	$3.14M	Buy	+111,060	New	+$2.89M	0.02%	464
2020 Q1	–	Sell	-89,872	Closed	-$2.39M	–	1515
2019 Q4	$2.39M	Buy	+89,872	New	+$2.48M	0.01%	538

Other funds holding PHR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall Wace North America's PHR Position: Q3 2021 in Review

Marshall Wace North America sold out of Phreesia (PHR) in Q3 2021, closing a stake of 4,609 shares — an estimated $282K sold.

Marshall Wace North America first reported a position in PHR in Q4 2019 and held it in 5 quarters. The position peaked at $3.14M in Q2 2020. 178 funds tracked by Wall St. Rank hold PHR as of Q3 2021.

Marshall Wace North America reported no remaining Phreesia position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 4,609 Phreesia shares in Q3 2021, an estimated $282K.
Marshall Wace North America first reported a position in Phreesia in Q4 2019 and held it in 5 quarters.
Marshall Wace North America's Phreesia position peaked at $3.14M in Q2 2020.
178 funds tracked by Wall St. Rank held Phreesia as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.