AG
PLAN

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

Aperio 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 		$1.4M Buy
19,456
+8,150
+72% +$530K ﹤0.01% 1408
2020
Q3 		$708K Buy
11,306
+2,339
+26% +$121K ﹤0.01% 1615
2020
Q2 		$406K Buy
+8,967
New +$375K ﹤0.01% 1875
2020
Q1 		– Sell
-4,658
Closed -$244K – 2424
2019
Q4 		$244K Buy
+4,658
New +$231K ﹤0.01% 2134

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
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

Aperio Group's PLAN Position: Q4 2020 in Review

Aperio Group increased its Anaplan, Inc. (PLAN) stake by 72% in Q4 2020, buying an estimated $530K and bringing the position to 19,456 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Aperio Group first reported a position in PLAN in Q4 2019 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Aperio Group held 19,456 shares of Anaplan, Inc. worth $1.4M as of Q4 2020.
  • Aperio Group bought 8,150 Anaplan, Inc. shares in Q4 2020, an estimated $530K.
  • Anaplan, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1408 holding.
  • Aperio Group first reported a position in Anaplan, Inc. in Q4 2019 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.