Rockefeller Capital Management
PHR icon

Rockefeller Capital Management’s Phreesia PHR Stock Holding History

Rockefeller Capital Management’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
2026
Q1 		$17.7K Sell
2,108
-647
-23% -$8.56K ﹤0.01% 3759
2025
Q4 		$46.6K Buy
2,755
+2,149
+355% +$44.3K ﹤0.01% 3106
2025
Q3 		$14.3K Buy
+606
New +$16.5K ﹤0.01% 3509
2023
Q3 		– Sell
-6,012
Closed -$114K – 1739
2023
Q2 		$114K Sell
6,012
-541
-8% -$16.9K ﹤0.01% 1760
2023
Q1 		$211K Buy
6,553
+2,091
+47% +$73.6K ﹤0.01% 1793
2022
Q4 		$144K Sell
4,462
-62
-1% -$1.68K ﹤0.01% 1830
2022
Q3 		$115K Buy
4,524
+3,887
+610% +$97K ﹤0.01% 1917
2022
Q2 		$15K Buy
637
+574
+911% +$12.6K ﹤0.01% 2907
2022
Q1 		$1K Sell
63
-488
-89% -$15K ﹤0.01% 3765
2021
Q4 		$22K Buy
551
+74
+16% +$4.39K ﹤0.01% 2603
2021
Q3 		$29K Hold
477
– – ﹤0.01% 2416
2021
Q2 		$29K Hold
477
– – ﹤0.01% 2316
2021
Q1 		$24K Buy
477
+12
+3% +$756 ﹤0.01% 2205
2020
Q4 		$25K Buy
+465
New +$20K ﹤0.01% 1919

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return