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New York Life Investment Management’s Phreesia PHR Stock Holding History

New York Life 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
2024
Q2 		– Sell
-15,046
Closed -$360K – 1192
2024
Q1 		$360K Buy
+15,046
New +$374K ﹤0.01% 1213
2023
Q1 		– Sell
-21,521
Closed -$696K – 1343
2022
Q4 		$696K Buy
21,521
+2,310
+12% +$62.7K 0.01% 684
2022
Q3 		$489K Buy
19,211
+1,520
+9% +$37.9K 0.01% 761
2022
Q2 		$442K Buy
+17,691
New +$390K 0.01% 815

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

New York Life Investment Management's PHR Position: Q2 2024 in Review

New York Life Investment Management sold out of Phreesia (PHR) in Q2 2024, closing a stake of 15,046 shares — an estimated $360K sold.

New York Life Investment Management first reported a position in PHR in Q2 2022 and held it in 4 quarters. The position peaked at $696K in Q4 2022. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • New York Life Investment Management reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 15,046 Phreesia shares in Q2 2024, an estimated $360K.
  • New York Life Investment Management first reported a position in Phreesia in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Phreesia position peaked at $696K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.