BBCM
PLAN

Boardman Bay Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Boardman Bay Capital Management’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 		– Sell
-15,100
Closed -$945K – 84
2020
Q3 		$945K Buy
+15,100
New +$778K 0.97% 30
2019
Q4 		– Sell
-24,179
Closed -$1.14M – 65
2019
Q3 		$1.14M Buy
+24,179
New +$1.31M 1.19% 28

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
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

Boardman Bay Capital Management's PLAN Position: Q4 2020 in Review

Boardman Bay Capital Management sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 15,100 shares — an estimated $945K sold.

Boardman Bay Capital Management first reported a position in PLAN in Q3 2019 and held it in 2 quarters. The position peaked at $1.14M in Q3 2019. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Boardman Bay Capital Management reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Boardman Bay Capital Management sold 15,100 Anaplan, Inc. shares in Q4 2020, an estimated $945K.
  • Boardman Bay Capital Management first reported a position in Anaplan, Inc. in Q3 2019 and held it in 2 quarters.
  • Boardman Bay Capital Management's Anaplan, Inc. position peaked at $1.14M in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Boardman Bay Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.