Cerity Partners’s Anaplan, Inc. PLAN Stock Holding History

Cerity Partners’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 Q1	–	Sell	-11,831	Closed	-$620K	–	541
2019 Q4	$620K	Buy	11,831 +5,481	+86%	+$272K	0.03%	304
2019 Q3	$298K	Buy	+6,350	New	+$345K	0.02%	392

Other funds holding PLAN

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MCAI

Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Cerity Partners's PLAN Position: Q1 2020 in Review

Cerity Partners sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 11,831 shares — an estimated $620K sold.

Cerity Partners first reported a position in PLAN in Q3 2019 and held it in 2 quarters. The position peaked at $620K in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

Cerity Partners reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
Cerity Partners sold 11,831 Anaplan, Inc. shares in Q1 2020, an estimated $620K.
Cerity Partners first reported a position in Anaplan, Inc. in Q3 2019 and held it in 2 quarters.
Cerity Partners's Anaplan, Inc. position peaked at $620K in Q4 2019.
230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on Cerity Partners's 13F filing for Q1 2020, filed 14 May 2020.