ZCM
PHR icon

Ziegler Capital Management’s Phreesia PHR Stock Holding History

Ziegler Capital 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
2023
Q4 		– Sell
-12,205
Closed -$228K – 406
2023
Q3 		$228K Buy
12,205
+463
+4% +$12.5K 0.01% 382
2023
Q2 		$364K Hold
11,742
– – 0.01% 370
2023
Q1 		$379K Buy
+11,742
New +$413K 0.02% 365

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
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

Ziegler Capital Management's PHR Position: Q4 2023 in Review

Ziegler Capital Management sold out of Phreesia (PHR) in Q4 2023, closing a stake of 12,205 shares — an estimated $228K sold.

Ziegler Capital Management first reported a position in PHR in Q1 2023 and held it in 3 quarters. The position peaked at $379K in Q1 2023. 187 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Ziegler Capital Management reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 12,205 Phreesia shares in Q4 2023, an estimated $228K.
  • Ziegler Capital Management first reported a position in Phreesia in Q1 2023 and held it in 3 quarters.
  • Ziegler Capital Management's Phreesia position peaked at $379K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Ziegler Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.