NRD
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Nebula Research & Development’s Phreesia PHR Stock Holding History

Nebula Research & Development’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
2024
Q2 		– Sell
-12,477
Closed -$299K – 989
2024
Q1 		$299K Sell
12,477
-8,321
-40% -$207K 0.06% 533
2023
Q4 		$481K Buy
+20,798
New +$359K 0.15% 266

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nebula Research & Development's PHR Position: Q2 2024 in Review

Nebula Research & Development sold out of Phreesia (PHR) in Q2 2024, closing a stake of 12,477 shares — an estimated $299K sold.

Nebula Research & Development first reported a position in PHR in Q4 2023 and held it in 2 quarters. The position peaked at $481K in Q4 2023. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Nebula Research & Development reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 12,477 Phreesia shares in Q2 2024, an estimated $299K.
  • Nebula Research & Development first reported a position in Phreesia in Q4 2023 and held it in 2 quarters.
  • Nebula Research & Development's Phreesia position peaked at $481K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.