Aberdeen Group’s Anaplan, Inc. PLAN Stock Holding History

Aberdeen Group’s Portfolio PLAN Stock Details PLAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,280	Closed	-$456K	–	981
2020 Q3	$456K	Buy	+7,280	New	+$375K	﹤0.01%	859
2020 Q1	–	Sell	-6,320	Closed	-$331K	–	945
2019 Q4	$331K	Sell	6,320 -1,036	-14%	-$51.4K	﹤0.01%	910
2019 Q3	$346K	Buy	+7,356	New	+$399K	﹤0.01%	896

Other funds holding PLAN

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Aberdeen Group's PLAN Position: Q4 2020 in Review

Aberdeen Group sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 7,280 shares — an estimated $456K sold.

Aberdeen Group first reported a position in PLAN in Q3 2019 and held it in 3 quarters. The position peaked at $456K in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

Aberdeen Group reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
Aberdeen Group sold 7,280 Anaplan, Inc. shares in Q4 2020, an estimated $456K.
Aberdeen Group first reported a position in Anaplan, Inc. in Q3 2019 and held it in 3 quarters.
Aberdeen Group's Anaplan, Inc. position peaked at $456K in Q3 2020.
327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Aberdeen Group's 13F filing for Q4 2020, filed 10 Feb 2021.