Wellington Management Group
PHR icon

Wellington Management Group’s Phreesia PHR Stock Holding History

Wellington Management 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
2023
Q1 		– Sell
-18,882
Closed -$611K – 2078
2022
Q4 		$611K Buy
18,882
+8,344
+79% +$227K ﹤0.01% 1770
2022
Q3 		$269K Buy
+10,538
New +$263K ﹤0.01% 1930
2022
Q2 		– Sell
-21,700
Closed -$572K – 2163
2022
Q1 		$572K Sell
21,700
-601
-3% -$18.4K ﹤0.01% 1879
2021
Q4 		$929K Buy
22,301
+67
+0.3% +$3.98K ﹤0.01% 1819
2021
Q3 		$1.37M Hold
22,234
– – ﹤0.01% 1752
2021
Q2 		$1.36M Hold
22,234
– – ﹤0.01% 1747
2021
Q1 		$1.16M Buy
22,234
+78
+0.4% +$4.91K ﹤0.01% 1703
2020
Q4 		$1.2M Sell
22,156
-387
-2% -$16.6K ﹤0.01% 1584
2020
Q3 		$724K Sell
22,543
-16,105
-42% -$479K ﹤0.01% 1636
2020
Q2 		$1.09M Buy
38,648
+17,934
+87% +$467K ﹤0.01% 1475
2020
Q1 		$436K Sell
20,714
-65
-0.3% -$1.78K ﹤0.01% 1725
2019
Q4 		$553K Sell
20,779
-88,761
-81% -$2.45M ﹤0.01% 1841
2019
Q3 		$2.66M Buy
+109,540
New +$2.89M ﹤0.01% 1509

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Wellington Management Group's PHR Position: Q1 2023 in Review

Wellington Management Group sold out of Phreesia (PHR) in Q1 2023, closing a stake of 18,882 shares — an estimated $611K sold.

Wellington Management Group first reported a position in PHR in Q3 2019 and held it in 13 quarters. The position peaked at $2.66M in Q3 2019. 204 funds tracked by Wall St. Rank hold PHR as of Q1 2023.

  • Wellington Management Group reported no remaining Phreesia position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 18,882 Phreesia shares in Q1 2023, an estimated $611K.
  • Wellington Management Group first reported a position in Phreesia in Q3 2019 and held it in 13 quarters.
  • Wellington Management Group's Phreesia position peaked at $2.66M in Q3 2019.
  • 204 funds tracked by Wall St. Rank held Phreesia as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.