McKinley Capital Management’s Phreesia PHR Stock Holding History

McKinley 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	-88,760	Closed	-$1.66M	–	171
2023 Q3	$1.66M	Hold	88,760	–	–	0.23%	104
2023 Q2	$2.75M	Sell	88,760 -11,600	-12%	-$363K	0.37%	82
2023 Q1	$3.24M	Buy	+100,360	New	+$3.53M	0.43%	78
2022 Q1	–	Sell	-90,480	Closed	-$3.77M	–	183
2021 Q4	$3.77M	Hold	90,480	–	–	0.34%	95
2021 Q3	$5.58M	Hold	90,480	–	–	0.53%	66
2021 Q2	$5.55M	Hold	90,480	–	–	0.39%	76
2021 Q1	$4.71M	Hold	90,480	–	–	0.36%	80
2020 Q4	$4.91M	Sell	90,480 -375	-0.4%	-$16.1K	0.35%	84
2020 Q3	$2.92M	Sell	90,855 -50	-0.1%	-$1.49K	0.23%	98
2020 Q2	$2.57M	Buy	90,905 +425	+0.5%	+$11.1K	0.18%	107
2020 Q1	$1.9M	Buy	+90,480	New	+$2.48M	0.15%	107

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

McKinley Capital Management sold out of Phreesia (PHR) in Q4 2023, closing a stake of 88,760 shares — an estimated $1.66M sold.

McKinley Capital Management first reported a position in PHR in Q1 2020 and held it in 11 quarters. The position peaked at $5.58M in Q3 2021. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

McKinley Capital Management reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
McKinley Capital Management sold 88,760 Phreesia shares in Q4 2023, an estimated $1.66M.
McKinley Capital Management first reported a position in Phreesia in Q1 2020 and held it in 11 quarters.
McKinley Capital Management's Phreesia position peaked at $5.58M in Q3 2021.
186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.