Bank of New York Mellon’s Anaplan, Inc. PLAN Stock Holding History

Bank of New York Mellon’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	-1,035,158	Closed	-$67.3M	–	4759
2022 Q1	$67.3M	Buy	1,035,158 +184,779	+22%	+$9M	0.01%	898
2021 Q4	$39M	Buy	850,379 +22,993	+3%	+$1.27M	0.01%	1321
2021 Q3	$50.4M	Buy	827,386 +96,514	+13%	+$5.75M	0.01%	1121
2021 Q2	$39M	Sell	730,872 -39,426	-5%	-$2.19M	0.01%	1327
2021 Q1	$41.5M	Sell	770,298 -65,279	-8%	-$4.4M	0.01%	1233
2020 Q4	$60M	Buy	835,577 +126,060	+18%	+$8.2M	0.01%	936
2020 Q3	$44.4M	Buy	709,517 +225,597	+47%	+$11.6M	0.01%	986
2020 Q2	$21.9M	Buy	483,920 +178,292	+58%	+$7.47M	0.01%	1393
2020 Q1	$9.25M	Sell	305,628 -3,420	-1%	-$171K	﹤0.01%	1742
2019 Q4	$16.2M	Buy	309,048 +67,438	+28%	+$3.35M	﹤0.01%	1691
2019 Q3	$11.4M	Buy	241,610 +64,035	+36%	+$3.48M	﹤0.01%	1859
2019 Q2	$8.96M	Buy	177,575 +97,608	+122%	+$4.04M	﹤0.01%	2021
2019 Q1	$3.15M	Buy	79,967 +60,330	+307%	+$2.03M	﹤0.01%	2552
2018 Q4	$521K	Buy	+19,637	New	+$485K	﹤0.01%	3456

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Bank of New York Mellon's PLAN Position: Q2 2022 in Review

Bank of New York Mellon sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 1,035,158 shares — an estimated $67.3M sold.

Bank of New York Mellon first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $67.3M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Bank of New York Mellon reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Bank of New York Mellon sold 1,035,158 Anaplan, Inc. shares in Q2 2022, an estimated $67.3M.
Bank of New York Mellon first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
Bank of New York Mellon's Anaplan, Inc. position peaked at $67.3M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Bank of New York Mellon's 13F filing for Q2 2022, filed 15 Aug 2022.