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	$454K	Buy	19,900 +600	+3%	+$14.1K	﹤0.01%	2379
2024 Q2	$409K	Sell	19,300 -14,300	-43%	-$310K	﹤0.01%	2363
2024 Q1	$804K	Sell	33,600 -54,400	-62%	-$1.35M	﹤0.01%	2078
2023 Q4	$2.04M	Buy	+88,000	New	+$1.52M	0.01%	1505
2023 Q3	–	Sell	-6,600	Closed	-$205K	–	4451
2023 Q2	$205K	Sell	6,600 -2,500	-27%	-$78.3K	﹤0.01%	2859
2023 Q1	$294K	Buy	9,100 +2,100	+30%	+$73.9K	﹤0.01%	2817
2022 Q4	$227K	Buy	+7,000	New	+$190K	﹤0.01%	3198
2022 Q3	–	Sell	-6,600	Closed	-$205K	–	5842
2022 Q2	$205K	Sell	6,600 -35,600	-84%	-$784K	﹤0.01%	4742
2022 Q1	$1.11M	Hold	42,200	–	–	﹤0.01%	2400
2021 Q4	$1.76M	Buy	+42,200	New	+$2.51M	﹤0.01%	2026
2021 Q3	–	Sell	-27,700	Closed	-$1.7M	–	5625
2021 Q2	$1.7M	Buy	27,700 +22,200	+404%	+$1.16M	﹤0.01%	2059
2021 Q1	$287K	Buy	+5,500	New	+$346K	﹤0.01%	3665

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.