Whittier Trust’s Phreesia PHR Stock Holding History

Whittier Trust’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
2022 Q2	–	Sell	-41	Closed	-$1K	–	1745
2022 Q1	$1K	Buy	+41	New	+$1.26K	﹤0.01%	1658

Other funds holding PHR

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

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

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

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

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

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

GKIM

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

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

RSCM

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

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

Whittier Trust's PHR Position: Q2 2022 in Review

Whittier Trust sold out of Phreesia (PHR) in Q2 2022, closing a stake of 41 shares — an estimated $1K sold.

Whittier Trust first reported a position in PHR in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 164 funds tracked by Wall St. Rank hold PHR as of Q2 2022.

Whittier Trust reported no remaining Phreesia position as of Q2 2022 after selling out during the quarter.
Whittier Trust sold 41 Phreesia shares in Q2 2022, an estimated $1K.
Whittier Trust first reported a position in Phreesia in Q1 2022 and held it in 1 quarter.
Whittier Trust's Phreesia position peaked at $1K in Q1 2022.
164 funds tracked by Wall St. Rank held Phreesia as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.