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

Berry 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	$424K	Hold	5,900	–	–	0.19%	75
2020 Q3	$369K	Hold	5,900	–	–	0.2%	78
2020 Q2	$267K	Buy	+5,900	New	+$247K	0.17%	92
2020 Q1	–	Sell	-5,600	Closed	-$293K	–	125
2019 Q4	$293K	Buy	+5,600	New	+$278K	0.16%	97

Other funds holding PLAN

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Berry Group's PLAN Position: Q4 2020 in Review

Berry Group held its Anaplan, Inc. (PLAN) position steady in Q4 2020 at 5,900 shares worth $424K. The position accounts for 0.19% of the portfolio, ranked #75.

Berry 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.

Berry Group held 5,900 shares of Anaplan, Inc. worth $424K as of Q4 2020.
Berry Group left its Anaplan, Inc. share count unchanged in Q4 2020.
Anaplan, Inc. made up 0.19% of Berry Group's portfolio in Q4 2020, its #75 holding.
Berry 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 Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.