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Ophir Asset Management’s Phreesia PHR Stock Holding History

Ophir Asset 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
Q1 		– Sell
-1,099,505
Closed -$25.5M – 39
2023
Q4 		$25.5M Buy
1,099,505
+213,805
+24% +$3.69M 5.05% 8
2023
Q3 		$16.5M Buy
885,700
+352,405
+66% +$9.48M 3.9% 15
2023
Q2 		$16.5M Sell
533,295
-27,307
-5% -$855K 3.45% 16
2023
Q1 		$18.1M Buy
+560,602
New +$19.7M 3.37% 15

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ophir Asset Management's PHR Position: Q1 2024 in Review

Ophir Asset Management sold out of Phreesia (PHR) in Q1 2024, closing a stake of 1,099,505 shares — an estimated $25.5M sold.

Ophir Asset Management first reported a position in PHR in Q1 2023 and held it in 4 quarters. The position peaked at $25.5M in Q4 2023. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • Ophir Asset Management reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
  • Ophir Asset Management sold 1,099,505 Phreesia shares in Q1 2024, an estimated $25.5M.
  • Ophir Asset Management first reported a position in Phreesia in Q1 2023 and held it in 4 quarters.
  • Ophir Asset Management's Phreesia position peaked at $25.5M in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on Ophir Asset Management's 13F filing for Q1 2024, filed 15 May 2024.