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Monashee Investment Management’s Phreesia PHR Stock Holding History

Monashee Investment 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
2020
Q1 		– Sell
-168,666
Closed -$4.49M – 83
2019
Q4 		$4.49M Buy
+168,666
New +$4.66M 4.18% 4

Other funds holding PHR

LW
LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Brown Advisory
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Monashee Investment Management's PHR Position: Q1 2020 in Review

Monashee Investment Management sold out of Phreesia (PHR) in Q1 2020, closing a stake of 168,666 shares — an estimated $4.49M sold.

Monashee Investment Management first reported a position in PHR in Q4 2019 and held it in 1 quarter. The position peaked at $4.49M in Q4 2019. 98 funds tracked by Wall St. Rank hold PHR as of Q1 2020.

  • Monashee Investment Management reported no remaining Phreesia position as of Q1 2020 after selling out during the quarter.
  • Monashee Investment Management sold 168,666 Phreesia shares in Q1 2020, an estimated $4.49M.
  • Monashee Investment Management first reported a position in Phreesia in Q4 2019 and held it in 1 quarter.
  • Monashee Investment Management's Phreesia position peaked at $4.49M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Phreesia as of Q1 2020.

Based on Monashee Investment Management's 13F filing for Q1 2020, filed 13 May 2020.