BAMCO Inc’s Anaplan, Inc. PLAN Stock Holding History

BAMCO Inc’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	-38,231	Closed	-$2M	–	367
2019 Q4	$2M	Buy	38,231 +3,640	+11%	+$181K	0.01%	287
2019 Q3	$1.63M	Sell	34,591 -48,427	-58%	-$2.63M	0.01%	283
2019 Q2	$4.19M	Sell	83,018 -26,553	-24%	-$1.1M	0.02%	271
2019 Q1	$4.31M	Sell	109,571 -52,500	-32%	-$1.77M	0.02%	263
2018 Q4	$4.3M	Buy	+162,071	New	+$4.01M	0.02%	247

Other funds holding PLAN

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.26B AUM 36.54% 1-Year Est. Return

BAMCO Inc's PLAN Position: Q1 2020 in Review

BAMCO Inc sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 38,231 shares — an estimated $2M sold.

BAMCO Inc first reported a position in PLAN in Q4 2018 and held it in 5 quarters. The position peaked at $4.31M in Q1 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

BAMCO Inc reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
BAMCO Inc sold 38,231 Anaplan, Inc. shares in Q1 2020, an estimated $2M.
BAMCO Inc first reported a position in Anaplan, Inc. in Q4 2018 and held it in 5 quarters.
BAMCO Inc's Anaplan, Inc. position peaked at $4.31M in Q1 2019.
230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on BAMCO Inc's 13F filing for Q1 2020, filed 15 May 2020.