UM
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UniSuper Management’s Phreesia PHR Stock Holding History

UniSuper Management’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
Q1 		– Sell
-14,277
Closed -$331K – 1012
2023
Q4 		$331K Hold
14,277
– – ﹤0.01% 409
2023
Q3 		$267K Hold
14,277
– – ﹤0.01% 412
2023
Q2 		$443K Buy
+14,277
New +$447K 0.01% 337

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UniSuper Management's PHR Position: Q1 2024 in Review

UniSuper Management sold out of Phreesia (PHR) in Q1 2024, closing a stake of 14,277 shares — an estimated $331K sold.

UniSuper Management first reported a position in PHR in Q2 2023 and held it in 3 quarters. The position peaked at $443K in Q2 2023. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • UniSuper Management reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
  • UniSuper Management sold 14,277 Phreesia shares in Q1 2024, an estimated $331K.
  • UniSuper Management first reported a position in Phreesia in Q2 2023 and held it in 3 quarters.
  • UniSuper Management's Phreesia position peaked at $443K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on UniSuper Management's 13F filing for Q1 2024, filed 13 May 2024.