PPA
PHR icon

Parametric Portfolio Associates’s Phreesia PHR Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$964K Buy
36,576
+22,188
+154% +$680K ﹤0.01% 2799
2021
Q4 		$599K Buy
14,388
+1,361
+10% +$80.8K ﹤0.01% 2995
2021
Q3 		$804K Buy
13,027
+2,159
+20% +$144K ﹤0.01% 2895
2021
Q2 		$666K Buy
10,868
+484
+5% +$25.2K ﹤0.01% 2961
2021
Q1 		$541K Buy
10,384
+5,342
+106% +$337K ﹤0.01% 3465
2020
Q4 		$274K Buy
+5,042
New +$216K ﹤0.01% 3641

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $64.6B AUM 18.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Parametric Portfolio Associates's PHR Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Phreesia (PHR) stake by 154% in Q1 2022, buying an estimated $680K and bringing the position to 36,576 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Parametric Portfolio Associates first reported a position in PHR in Q4 2020 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold PHR as of Q1 2022.

  • Parametric Portfolio Associates held 36,576 shares of Phreesia worth $964K as of Q1 2022.
  • Parametric Portfolio Associates bought 22,188 Phreesia shares in Q1 2022, an estimated $680K.
  • Phreesia made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2799 holding.
  • Parametric Portfolio Associates first reported a position in Phreesia in Q4 2020 and has held it in 6 quarters since.
  • 175 funds tracked by Wall St. Rank held Phreesia as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.