Tamarack Advisers’s Phreesia PHR Stock Holding History

Tamarack Advisers’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
2023 Q4	–	Sell	-215,000	Closed	-$4.02M	–	11
2023 Q3	$4.02M	Sell	215,000 -75,000	-26%	-$2.02M	2.6%	12
2023 Q2	$8.99M	Sell	290,000 -30,000	-9%	-$939K	2.78%	5
2023 Q1	$10.3M	Buy	320,000 +35,000	+12%	+$1.23M	3.78%	6
2022 Q4	$9.22M	Buy	285,000 +25,000	+10%	+$679K	4.75%	5
2022 Q3	$6.63M	Buy	260,000 +15,000	+6%	+$374K	3.89%	9
2022 Q2	$6.13M	Buy	245,000 +70,000	+40%	+$1.54M	3.54%	12
2022 Q1	$4.61M	Buy	175,000 +100,000	+133%	+$3.06M	2.18%	18
2021 Q4	$3.13M	Hold	75,000	–	–	1.28%	30
2021 Q3	$4.63M	Sell	75,000 -36,800	-33%	-$2.46M	1.46%	24
2021 Q2	$6.85M	Buy	+111,800	New	+$5.82M	1.94%	25
2021 Q1	–	Sell	-175,000	Closed	-$9.22M	–	77
2020 Q4	$9.22M	Sell	175,000 -125,000	-42%	-$5.36M	1.92%	19
2020 Q3	$9.64M	Sell	300,000 -100,000	-25%	-$2.98M	2.97%	15
2020 Q2	$11.3M	Buy	400,000 +150,000	+60%	+$3.91M	3.15%	13
2020 Q1	$5.26M	Sell	250,000 -410,000	-62%	-$11.2M	1.99%	16
2019 Q4	$17.5M	Buy	660,000 +460,000	+230%	+$12.7M	4.01%	12
2019 Q3	$4.85M	Buy	+200,000	New	+$5.27M	1.26%	19

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Tamarack Advisers's PHR Position: Q4 2023 in Review

Tamarack Advisers sold out of Phreesia (PHR) in Q4 2023, closing a stake of 215,000 shares — an estimated $4.02M sold.

Tamarack Advisers first reported a position in PHR in Q3 2019 and held it in 16 quarters. The position peaked at $17.5M in Q4 2019. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

Tamarack Advisers reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
Tamarack Advisers sold 215,000 Phreesia shares in Q4 2023, an estimated $4.02M.
Tamarack Advisers first reported a position in Phreesia in Q3 2019 and held it in 16 quarters.
Tamarack Advisers's Phreesia position peaked at $17.5M in Q4 2019.
186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Tamarack Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.