BM
PLAN
Brandywine Managers’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,888
| Closed | -$773K | – | 44 |
|
|
2022
Q1 | $773K | Hold |
11,888
| – | – | 1.33% | 18 |
|
|
2021
Q4 | $545K | Buy |
11,888
+1,188
| +11% | +$54.5K | 0.62% | 33 |
|
|
2021
Q3 | $652K | Hold |
10,700
| – | – | 0.68% | 30 |
|
|
2021
Q2 | $570K | Hold |
10,700
| – | – | 0.65% | 32 |
|
|
2021
Q1 | $576K | Hold |
10,700
| – | – | 0.77% | 30 |
|
|
2020
Q4 | $769K | Hold |
10,700
| – | – | 1.06% | 19 |
|
|
2020
Q3 | $670K | Hold |
10,700
| – | – | 1.27% | 15 |
|
|
2020
Q2 | $485K | Sell |
10,700
-2,000
| -16% | -$90.7K | 1.99% | 19 |
|
|
2020
Q1 | $384K | Sell |
12,700
-7,578
| -37% | -$229K | 0.14% | 16 |
|
|
2019
Q4 | $1.06M | Buy |
20,278
+9,478
| +88% | +$497K | 0.32% | 17 |
|
|
2019
Q3 | $508K | Hold |
10,800
| – | – | 0.17% | 21 |
|
|
2019
Q2 | $545K | Hold |
10,800
| – | – | 0.2% | 25 |
|
|
2019
Q1 | $425K | Hold |
10,800
| – | – | 0.17% | 28 |
|
|
2018
Q4 | $287K | Buy |
+10,800
| New | +$287K | 0.14% | 31 |
|