PEAK6 Investments’s Phreesia PHR Stock Holding History

PEAK6 Investments’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 Q3	$82K	Sell	3,600 -4,936	-58%	-$116K	﹤0.01%	3028
2024 Q2	$181K	Sell	8,536 -2,914	-25%	-$63.2K	﹤0.01%	2805
2024 Q1	$274K	Buy	+11,450	New	+$284K	﹤0.01%	2859
2023 Q3	–	Sell	-9,763	Closed	-$303K	–	4450
2023 Q2	$303K	Buy	+9,763	New	+$306K	﹤0.01%	2585
2022 Q3	–	Sell	-9,763	Closed	-$303K	–	5841
2022 Q2	$303K	Sell	9,763 -25,306	-72%	-$557K	﹤0.01%	4358
2022 Q1	$924K	Buy	35,069 +18,343	+110%	+$562K	﹤0.01%	2571
2021 Q4	$697K	Buy	+16,726	New	+$993K	﹤0.01%	2905
2021 Q2	–	Sell	-3,375	Closed	-$176K	–	5603
2021 Q1	$176K	Sell	3,375 -28,982	-90%	-$1.83M	﹤0.01%	4010
2020 Q4	$1.76M	Buy	+32,357	New	+$1.39M	﹤0.01%	1960

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

RSCM

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PEAK6 Investments's PHR Position: Q3 2024 in Review

PEAK6 Investments reduced its Phreesia (PHR) stake by 58% in Q3 2024, selling an estimated $116K and leaving 3,600 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

PEAK6 Investments first reported a position in PHR in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.76M in Q4 2020. 191 funds tracked by Wall St. Rank hold PHR as of Q3 2024.

PEAK6 Investments held 3,600 shares of Phreesia worth $82K as of Q3 2024.
PEAK6 Investments sold 4,936 Phreesia shares in Q3 2024, an estimated $116K.
Phreesia made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #3028 holding.
PEAK6 Investments first reported a position in Phreesia in Q4 2020 and has held it in 9 quarters since.
PEAK6 Investments's Phreesia position peaked at $1.76M in Q4 2020.
191 funds tracked by Wall St. Rank held Phreesia as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.