Amalgamated Bank’s Anaplan, Inc. PLAN Stock Holding History

Amalgamated Bank’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
2022 Q2	–	Sell	-33,255	Closed	-$2.16M	–	3324
2022 Q1	$2.16M	Buy	33,255 +3,278	+11%	+$160K	0.02%	896
2021 Q4	$1.37M	Buy	29,977 +4,551	+18%	+$251K	0.01%	1100
2021 Q3	$1.55M	Sell	25,426 -1,549	-6%	-$92.2K	0.01%	1048
2021 Q2	$1.44M	Buy	26,975 +1,850	+7%	+$103K	0.01%	1108
2021 Q1	$1.35M	Sell	25,125 -1,772	-7%	-$120K	0.05%	392
2020 Q4	$1.93M	Buy	26,897 +520	+2%	+$33.8K	0.07%	249
2020 Q3	$1.65M	Sell	26,377 -648	-2%	-$33.4K	0.07%	250
2020 Q2	$1.23M	Buy	27,025 +4,390	+19%	+$184K	0.06%	337
2020 Q1	$685K	Sell	22,635 -334	-1%	-$16.7K	0.02%	764
2019 Q4	$1.2M	Buy	22,969 +2,111	+10%	+$105K	0.02%	727
2019 Q3	$980K	Buy	20,858 +2,745	+15%	+$149K	0.02%	758
2019 Q2	$914K	Buy	+18,113	New	+$749K	0.02%	788

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amalgamated Bank's PLAN Position: Q2 2022 in Review

Amalgamated Bank sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 33,255 shares — an estimated $2.16M sold.

Amalgamated Bank first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $2.16M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Amalgamated Bank reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Amalgamated Bank sold 33,255 Anaplan, Inc. shares in Q2 2022, an estimated $2.16M.
Amalgamated Bank first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
Amalgamated Bank's Anaplan, Inc. position peaked at $2.16M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Amalgamated Bank's 13F filing for Q2 2022, filed 15 Aug 2022.