Zimmer Partners’s Phreesia PHR Stock Holding History

Zimmer Partners’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	-25,000	Closed	-$666K	–	96
2019 Q4	$666K	Hold	25,000	–	–	0.01%	77
2019 Q3	$606K	Buy	+25,000	New	+$659K	0.01%	97

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

Zimmer Partners's PHR Position: Q1 2020 in Review

Zimmer Partners sold out of Phreesia (PHR) in Q1 2020, closing a stake of 25,000 shares — an estimated $666K sold.

Zimmer Partners first reported a position in PHR in Q3 2019 and held it in 2 quarters. The position peaked at $666K in Q4 2019. 98 funds tracked by Wall St. Rank hold PHR as of Q1 2020.

Zimmer Partners reported no remaining Phreesia position as of Q1 2020 after selling out during the quarter.
Zimmer Partners sold 25,000 Phreesia shares in Q1 2020, an estimated $666K.
Zimmer Partners first reported a position in Phreesia in Q3 2019 and held it in 2 quarters.
Zimmer Partners's Phreesia position peaked at $666K in Q4 2019.
98 funds tracked by Wall St. Rank held Phreesia as of Q1 2020.

Based on Zimmer Partners's 13F filing for Q1 2020, filed 15 May 2020.