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Polar Asset Management Partners’s Phreesia PHR Stock Holding History

Polar Asset Management Partners’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
Q2 		– Sell
-201,500
Closed -$4.82M – 802
2024
Q1 		$4.82M Sell
201,500
-85,300
-30% -$2.12M 0.08% 217
2023
Q4 		$6.64M Sell
286,800
-28,700
-9% -$495K 0.11% 166
2023
Q3 		$5.89M Buy
+315,500
New +$8.49M 0.13% 196

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Polar Asset Management Partners's PHR Position: Q2 2024 in Review

Polar Asset Management Partners sold out of Phreesia (PHR) in Q2 2024, closing a stake of 201,500 shares — an estimated $4.82M sold.

Polar Asset Management Partners first reported a position in PHR in Q3 2023 and held it in 3 quarters. The position peaked at $6.64M in Q4 2023. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Polar Asset Management Partners reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Polar Asset Management Partners sold 201,500 Phreesia shares in Q2 2024, an estimated $4.82M.
  • Polar Asset Management Partners first reported a position in Phreesia in Q3 2023 and held it in 3 quarters.
  • Polar Asset Management Partners's Phreesia position peaked at $6.64M in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Polar Asset Management Partners's 13F filing for Q2 2024, filed 14 Aug 2024.