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O'Shaughnessy Asset Management’s Phreesia PHR Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-2,121
Closed -$131K – 2137
2021
Q3 		$131K Buy
2,121
+332
+19% +$22.2K ﹤0.01% 1249
2021
Q2 		$110K Hold
1,789
– – ﹤0.01% 1270
2021
Q1 		$93K Hold
1,789
– – ﹤0.01% 1227
2020
Q4 		$97K Buy
+1,789
New +$76.8K ﹤0.01% 1080

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's PHR Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Phreesia (PHR) in Q4 2021, closing a stake of 2,121 shares — an estimated $131K sold.

O'Shaughnessy Asset Management first reported a position in PHR in Q4 2020 and held it in 4 quarters. The position peaked at $131K in Q3 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2,121 Phreesia shares in Q4 2021, an estimated $131K.
  • O'Shaughnessy Asset Management first reported a position in Phreesia in Q4 2020 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Phreesia position peaked at $131K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.