Select Equity Group
PHR icon

Select Equity Group’s Phreesia PHR Stock Holding History

Select Equity Group’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
Q3 		– Sell
-15,858
Closed -$336K – 169
2024
Q2 		$336K Buy
15,858
+2,028
+15% +$44K ﹤0.01% 158
2024
Q1 		$331K Buy
+13,830
New +$344K ﹤0.01% 156
2022
Q1 		– Sell
-29,057
Closed -$1.21M – 181
2021
Q4 		$1.21M Buy
29,057
+998
+4% +$59.3K ﹤0.01% 140
2021
Q3 		$1.73M Sell
28,059
-15,241
-35% -$1.02M 0.01% 125
2021
Q2 		$2.65M Buy
43,300
+19,366
+81% +$1.01M 0.01% 114
2021
Q1 		$1.25M Buy
23,934
+16,771
+234% +$1.06M ﹤0.01% 122
2020
Q4 		$389K Sell
7,163
-689,092
-99% -$29.6M ﹤0.01% 115
2020
Q3 		$22.4M Buy
696,255
+22,626
+3% +$674K 0.11% 83
2020
Q2 		$19.1M Buy
+673,629
New +$17.5M 0.11% 85

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Select Equity Group's PHR Position: Q3 2024 in Review

Select Equity Group sold out of Phreesia (PHR) in Q3 2024, closing a stake of 15,858 shares — an estimated $336K sold.

Select Equity Group first reported a position in PHR in Q2 2020 and held it in 9 quarters. The position peaked at $22.4M in Q3 2020. 191 funds tracked by Wall St. Rank hold PHR as of Q3 2024.

  • Select Equity Group reported no remaining Phreesia position as of Q3 2024 after selling out during the quarter.
  • Select Equity Group sold 15,858 Phreesia shares in Q3 2024, an estimated $336K.
  • Select Equity Group first reported a position in Phreesia in Q2 2020 and held it in 9 quarters.
  • Select Equity Group's Phreesia position peaked at $22.4M in Q3 2020.
  • 191 funds tracked by Wall St. Rank held Phreesia as of Q3 2024.

Based on Select Equity Group's 13F filing for Q3 2024, filed 14 Nov 2024.