UBS O'Connor’s Phreesia PHR Stock Holding History

UBS O'Connor’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
2020 Q1	–	Sell	-12,000	Closed	-$320K	–	383
2019 Q4	$320K	Sell	12,000 -3,687	-24%	-$102K	0.01%	270
2019 Q3	$380K	Buy	+15,687	New	+$414K	0.01%	246

Other funds holding PHR

LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS O'Connor's PHR Position: Q1 2020 in Review

UBS O'Connor sold out of Phreesia (PHR) in Q1 2020, closing a stake of 12,000 shares — an estimated $320K sold.

UBS O'Connor first reported a position in PHR in Q3 2019 and held it in 2 quarters. The position peaked at $380K in Q3 2019. 98 funds tracked by Wall St. Rank hold PHR as of Q1 2020.

UBS O'Connor reported no remaining Phreesia position as of Q1 2020 after selling out during the quarter.
UBS O'Connor sold 12,000 Phreesia shares in Q1 2020, an estimated $320K.
UBS O'Connor first reported a position in Phreesia in Q3 2019 and held it in 2 quarters.
UBS O'Connor's Phreesia position peaked at $380K in Q3 2019.
98 funds tracked by Wall St. Rank held Phreesia as of Q1 2020.

Based on UBS O'Connor's 13F filing for Q1 2020, filed 15 May 2020.