AC
PLAN

Athanor Capital’s Anaplan, Inc. PLAN Stock Holding History

Athanor Capital’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
2021
Q1 		– Sell
-4,681
Closed -$336K – 1098
2020
Q4 		$336K Buy
+4,681
New +$304K 0.01% 555
2020
Q3 		– Sell
-21,832
Closed -$989K – 710
2020
Q2 		$989K Sell
21,832
-28,299
-56% -$1.18M 0.05% 191
2020
Q1 		$1.52M Sell
50,131
-200,469
-80% -$10M 0.1% 88
2019
Q4 		$13.1M Buy
250,600
+22,500
+10% +$1.12M 0.6% 46
2019
Q3 		$10.7M Buy
+228,100
New +$12.4M 0.69% 40

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Athanor Capital's PLAN Position: Q1 2021 in Review

Athanor Capital sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 4,681 shares — an estimated $336K sold.

Athanor Capital first reported a position in PLAN in Q3 2019 and held it in 5 quarters. The position peaked at $13.1M in Q4 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Athanor Capital reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Athanor Capital sold 4,681 Anaplan, Inc. shares in Q1 2021, an estimated $336K.
  • Athanor Capital first reported a position in Anaplan, Inc. in Q3 2019 and held it in 5 quarters.
  • Athanor Capital's Anaplan, Inc. position peaked at $13.1M in Q4 2019.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.