O'Dell Group’s Phreesia PHR Stock Holding History

O'Dell Group’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 Q3	–	Sell	-250	Closed	-$7.75K	–	361
2023 Q2	$7.75K	Buy	+250	New	+$7.83K	﹤0.01%	363

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

O'Dell Group's PHR Position: Q3 2023 in Review

O'Dell Group sold out of Phreesia (PHR) in Q3 2023, closing a stake of 250 shares — an estimated $7.75K sold.

O'Dell Group first reported a position in PHR in Q2 2023 and held it in 1 quarter. The position peaked at $7.75K in Q2 2023. 174 funds tracked by Wall St. Rank hold PHR as of Q3 2023.

O'Dell Group reported no remaining Phreesia position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 250 Phreesia shares in Q3 2023, an estimated $7.75K.
O'Dell Group first reported a position in Phreesia in Q2 2023 and held it in 1 quarter.
O'Dell Group's Phreesia position peaked at $7.75K in Q2 2023.
174 funds tracked by Wall St. Rank held Phreesia as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.