Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Phreesia PHR Stock Holding History

Sumitomo Mitsui Trust 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
Q4 		– Sell
-15,458
Closed -$352K – 1061
2024
Q3 		$352K Sell
15,458
-23,928
-61% -$560K ﹤0.01% 999
2024
Q2 		$835K Hold
39,386
– – ﹤0.01% 920
2024
Q1 		$943K Hold
39,386
– – ﹤0.01% 970
2023
Q4 		$912K Buy
39,386
+7,976
+25% +$138K ﹤0.01% 986
2023
Q3 		$587K Buy
31,410
+7,641
+32% +$206K ﹤0.01% 1030
2023
Q2 		$737K Hold
23,769
– – ﹤0.01% 1026
2023
Q1 		$768K Sell
23,769
-5,612
-19% -$197K ﹤0.01% 1025
2022
Q4 		$951K Hold
29,381
– – ﹤0.01% 1033
2022
Q3 		$749K Hold
29,381
– – ﹤0.01% 1065
2022
Q2 		$735K Hold
29,381
– – ﹤0.01% 1075
2022
Q1 		$774K Buy
29,381
+8,105
+38% +$248K ﹤0.01% 1074
2021
Q4 		$886K Hold
21,276
– – ﹤0.01% 1042
2021
Q3 		$1.31M Sell
21,276
-5,391
-20% -$360K ﹤0.01% 1001
2021
Q2 		$1.64M Hold
26,667
– – ﹤0.01% 978
2021
Q1 		$1.39M Sell
26,667
-307,770
-92% -$19.4M ﹤0.01% 976
2020
Q4 		$18.1M Buy
334,437
+148,171
+80% +$6.36M 0.01% 718
2020
Q3 		$5.99M Buy
186,266
+160,847
+633% +$4.79M ﹤0.01% 808
2020
Q2 		$719K Buy
+25,419
New +$662K ﹤0.01% 993

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PHR Position: Q4 2024 in Review

Sumitomo Mitsui Trust Group sold out of Phreesia (PHR) in Q4 2024, closing a stake of 15,458 shares — an estimated $352K sold.

Sumitomo Mitsui Trust Group first reported a position in PHR in Q2 2020 and held it in 18 quarters. The position peaked at $18.1M in Q4 2020. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 15,458 Phreesia shares in Q4 2024, an estimated $352K.
  • Sumitomo Mitsui Trust Group first reported a position in Phreesia in Q2 2020 and held it in 18 quarters.
  • Sumitomo Mitsui Trust Group's Phreesia position peaked at $18.1M in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.