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	$650K	Buy	28,500 +19,200	+206%	+$450K	﹤0.01%	2166
2024 Q2	$197K	Sell	9,300 -6,100	-40%	-$132K	﹤0.01%	2757
2024 Q1	$369K	Sell	15,400 -81,000	-84%	-$2.01M	﹤0.01%	2654
2023 Q4	$2.23M	Buy	+96,400	New	+$1.66M	0.01%	1426
2023 Q3	–	Sell	-300	Closed	-$9.3K	–	4449
2023 Q2	$9.3K	Sell	300 -21,900	-99%	-$686K	﹤0.01%	3648
2023 Q1	$717K	Buy	22,200 +18,800	+553%	+$662K	﹤0.01%	2101
2022 Q4	$110K	Buy	+3,400	New	+$92.3K	﹤0.01%	3622
2022 Q3	–	Sell	-300	Closed	-$9.3K	–	5840
2022 Q2	$9.3K	Buy	+300	New	+$6.61K	﹤0.01%	5830
2021 Q3	–	Sell	-37,700	Closed	-$2.31M	–	5624
2021 Q2	$2.31M	Buy	37,700 +36,700	+3,670%	+$1.91M	0.01%	1755
2021 Q1	$52K	Sell	1,000 -5,400	-84%	-$340K	﹤0.01%	4478
2020 Q4	$347K	Buy	+6,400	New	+$275K	﹤0.01%	3385

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.