Stifel Financial
PHR icon

Stifel Financial’s Phreesia PHR Stock Holding History

Stifel Financial’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 		$891K Buy
+106,362
New +$1.41M ﹤0.01% 2517
2023
Q3 		– Sell
-6,638
Closed -$206K – 3376
2023
Q2 		$206K Sell
6,638
-65
-1% -$2.04K ﹤0.01% 3041
2023
Q1 		$216K Buy
+6,703
New +$236K ﹤0.01% 3007
2022
Q1 		– Sell
-7,653
Closed -$319K – 3466
2021
Q4 		$319K Buy
+7,653
New +$455K ﹤0.01% 2875
2021
Q1 		– Sell
-14,921
Closed -$810K – 3270
2020
Q4 		$810K Buy
+14,921
New +$640K ﹤0.01% 2005

Other funds holding PHR

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BlackRock
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VPM
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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