Premier Fund Managers’s Phreesia PHR Stock Holding History

Premier Fund Managers’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	-13,466	Closed	-$328K	–	217
2024 Q1	$328K	Buy	13,466 +816	+6%	+$20.3K	0.01%	184
2023 Q4	$299K	Buy	+12,650	New	+$218K	0.01%	190
2023 Q3	–	Sell	-22,983	Closed	-$686K	–	215
2023 Q2	$686K	Sell	22,983 -10,230	-31%	-$320K	0.03%	178
2023 Q1	$1.02M	Sell	33,213 -13,035	-28%	-$459K	0.04%	170
2022 Q4	$1.54M	Hold	46,248	–	–	0.06%	148
2022 Q3	$1.17M	Sell	46,248 -21,935	-32%	-$547K	0.09%	108
2022 Q2	$1.71M	Hold	68,183	–	–	0.08%	147
2022 Q1	$2M	Buy	68,183 +21,266	+45%	+$652K	0.07%	160
2021 Q4	$1.99M	Sell	46,917 -90,442	-66%	-$5.37M	0.06%	156
2021 Q3	$8.33M	Hold	137,359	–	–	0.27%	96
2021 Q2	$8.5M	Sell	137,359 -102,945	-43%	-$5.36M	0.29%	91
2021 Q1	$12.5M	Hold	240,304	–	–	0.49%	62
2020 Q4	$13.2M	Buy	240,304 +48,827	+26%	+$2.1M	0.57%	55
2020 Q3	$5.92M	Buy	191,477 +100,008	+109%	+$2.98M	0.34%	83
2020 Q2	$2.58M	Buy	+91,469	New	+$2.38M	0.16%	120

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

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

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

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

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

Premier Fund Managers's PHR Position: Q2 2024 in Review

Premier Fund Managers sold out of Phreesia (PHR) in Q2 2024, closing a stake of 13,466 shares — an estimated $328K sold.

Premier Fund Managers first reported a position in PHR in Q2 2020 and held it in 15 quarters. The position peaked at $13.2M in Q4 2020. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

Premier Fund Managers reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
Premier Fund Managers sold 13,466 Phreesia shares in Q2 2024, an estimated $328K.
Premier Fund Managers first reported a position in Phreesia in Q2 2020 and held it in 15 quarters.
Premier Fund Managers's Phreesia position peaked at $13.2M in Q4 2020.
176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Premier Fund Managers's 13F filing for Q2 2024, filed 13 Aug 2024.