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Segall Bryant & Hamill’s Phreesia PHR Stock Holding History

Segall Bryant & Hamill’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
-20,965
Closed -$502K – 428
2024
Q1 		$502K Buy
+20,965
New +$521K 0.01% 298
2023
Q4 		– Sell
-137,213
Closed -$2.56M – 444
2023
Q3 		$2.56M Sell
137,213
-30,044
-18% -$808K 0.03% 393
2023
Q2 		$5.19M Sell
167,257
-39,218
-19% -$1.23M 0.05% 334
2023
Q1 		$6.67M Buy
206,475
+1,291
+0.6% +$45.4K 0.07% 299
2022
Q4 		$6.64M Sell
205,184
-23,433
-10% -$636K 0.07% 280
2022
Q3 		$5.82M Buy
228,617
+23,631
+12% +$590K 0.07% 285
2022
Q2 		$5.12M Buy
204,986
+13,558
+7% +$299K 0.06% 307
2022
Q1 		$5.05M Buy
191,428
+5,487
+3% +$168K 0.05% 333
2021
Q4 		$7.74M Buy
185,941
+38,504
+26% +$2.29M 0.07% 237
2021
Q3 		$9.1M Buy
147,437
+92,050
+166% +$6.14M 0.09% 227
2021
Q2 		$3.35M Buy
+55,387
New +$2.88M 0.03% 403

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

Segall Bryant & Hamill's PHR Position: Q2 2024 in Review

Segall Bryant & Hamill sold out of Phreesia (PHR) in Q2 2024, closing a stake of 20,965 shares — an estimated $502K sold.

Segall Bryant & Hamill first reported a position in PHR in Q2 2021 and held it in 11 quarters. The position peaked at $9.1M in Q3 2021. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Segall Bryant & Hamill reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 20,965 Phreesia shares in Q2 2024, an estimated $502K.
  • Segall Bryant & Hamill first reported a position in Phreesia in Q2 2021 and held it in 11 quarters.
  • Segall Bryant & Hamill's Phreesia position peaked at $9.1M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Segall Bryant & Hamill's 13F filing for Q2 2024, filed 14 Aug 2024.