Canada Life
PLAN

Canada Life’s Anaplan, Inc. PLAN Stock Holding History

Canada Life’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
-140,257
Closed -$9.36M – 2491
2022
Q1 		$9.36M Sell
140,257
-58,193
-29% -$2.83M 0.02% 601
2021
Q4 		$9.1M Buy
198,450
+1,323
+0.7% +$72.9K 0.02% 616
2021
Q3 		$12.1M Buy
197,127
+29,002
+17% +$1.73M 0.03% 522
2021
Q2 		$8.96M Buy
168,125
+519
+0.3% +$28.9K 0.02% 628
2021
Q1 		$9.03M Sell
167,606
-117,225
-41% -$7.91M 0.02% 625
2020
Q4 		$20.5M Buy
284,831
+93,892
+49% +$6.1M 0.04% 413
2020
Q3 		$12M Buy
190,939
+62,120
+48% +$3.2M 0.03% 495
2020
Q2 		$5.83M Buy
128,819
+113,453
+738% +$4.75M 0.01% 651
2020
Q1 		$467K Buy
15,366
+5,814
+61% +$290K ﹤0.01% 1618
2019
Q4 		$497K Buy
+9,552
New +$474K ﹤0.01% 1714

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Canada Life's PLAN Position: Q2 2022 in Review

Canada Life sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 140,257 shares — an estimated $9.36M sold.

Canada Life first reported a position in PLAN in Q4 2019 and held it in 10 quarters. The position peaked at $20.5M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Canada Life reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Canada Life sold 140,257 Anaplan, Inc. shares in Q2 2022, an estimated $9.36M.
  • Canada Life first reported a position in Anaplan, Inc. in Q4 2019 and held it in 10 quarters.
  • Canada Life's Anaplan, Inc. position peaked at $20.5M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Canada Life's 13F filing for Q2 2022, filed 9 Aug 2022.