Bailard’s Anaplan, Inc. PLAN Stock Holding History

Bailard’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 Q1	–	Sell	-19,725	Closed	-$1.03M	–	595
2019 Q4	$1.03M	Buy	+19,725	New	+$979K	0.06%	195

Other funds holding PLAN

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

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

MCAI

Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Bailard's PLAN Position: Q1 2020 in Review

Bailard sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 19,725 shares — an estimated $1.03M sold.

Bailard first reported a position in PLAN in Q4 2019 and held it in 1 quarter. The position peaked at $1.03M in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

Bailard reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
Bailard sold 19,725 Anaplan, Inc. shares in Q1 2020, an estimated $1.03M.
Bailard first reported a position in Anaplan, Inc. in Q4 2019 and held it in 1 quarter.
Bailard's Anaplan, Inc. position peaked at $1.03M in Q4 2019.
230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on Bailard's 13F filing for Q1 2020, filed 16 Apr 2020.