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Putnam Investments’s Phreesia PHR Stock Holding History

Putnam 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
2023
Q4 		$1.21M Buy
52,144
+15,376
+42% +$265K ﹤0.01% 822
2023
Q3 		$687K Buy
36,768
+888
+2% +$23.9K ﹤0.01% 882
2023
Q2 		$1.11M Sell
35,880
-1,117
-3% -$35K ﹤0.01% 831
2023
Q1 		$1.19M Buy
+36,997
New +$1.3M ﹤0.01% 834
2022
Q1 		– Sell
-116,635
Closed -$4.86M – 1239
2021
Q4 		$4.86M Sell
116,635
-36,587
-24% -$2.17M 0.01% 543
2021
Q3 		$9.45M Sell
153,222
-2,664
-2% -$178K 0.01% 377
2021
Q2 		$9.55M Hold
155,886
– – 0.01% 382
2021
Q1 		$8.12M Sell
155,886
-23,562
-13% -$1.48M 0.01% 415
2020
Q4 		$9.74M Buy
179,448
+14,062
+9% +$603K 0.02% 372
2020
Q3 		$5.31M Buy
165,386
+13,836
+9% +$412K 0.01% 468
2020
Q2 		$4.29M Buy
151,550
+399
+0.3% +$10.4K 0.01% 500
2020
Q1 		$3.18M Sell
151,151
-475
-0.3% -$13K 0.01% 519
2019
Q4 		$4.04M Buy
151,626
+44,201
+41% +$1.22M 0.01% 563
2019
Q3 		$2.6M Buy
+107,425
New +$2.83M 0.01% 671

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Putnam Investments's PHR Position: Q4 2023 in Review

Putnam Investments increased its Phreesia (PHR) stake by 42% in Q4 2023, buying an estimated $265K and bringing the position to 52,144 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Putnam Investments first reported a position in PHR in Q3 2019 and has held it in 14 quarters since. The position peaked at $9.74M in Q4 2020. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Putnam Investments held 52,144 shares of Phreesia worth $1.21M as of Q4 2023.
  • Putnam Investments bought 15,376 Phreesia shares in Q4 2023, an estimated $265K.
  • Phreesia made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #822 holding.
  • Putnam Investments first reported a position in Phreesia in Q3 2019 and has held it in 14 quarters since.
  • Putnam Investments's Phreesia position peaked at $9.74M in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.