BA
PLAN

Bridgewater Associates’s Anaplan, Inc. PLAN Stock Holding History

Bridgewater Associates’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
2021
Q1 		– Sell
-20,033
Closed -$1.44M – 642
2020
Q4 		$1.44M Sell
20,033
-9,173
-31% -$596K 0.01% 343
2020
Q3 		$1.83M Buy
+29,206
New +$1.51M 0.02% 276

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Bridgewater Associates's PLAN Position: Q1 2021 in Review

Bridgewater Associates sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 20,033 shares — an estimated $1.44M sold.

Bridgewater Associates first reported a position in PLAN in Q3 2020 and held it in 2 quarters. The position peaked at $1.83M in Q3 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Bridgewater Associates reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Bridgewater Associates sold 20,033 Anaplan, Inc. shares in Q1 2021, an estimated $1.44M.
  • Bridgewater Associates first reported a position in Anaplan, Inc. in Q3 2020 and held it in 2 quarters.
  • Bridgewater Associates's Anaplan, Inc. position peaked at $1.83M in Q3 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Bridgewater Associates's 13F filing for Q1 2021, filed 14 May 2021.