Colony Group’s Anaplan, Inc. PLAN Stock Holding History

Colony Group’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
2019 Q4	–	Sell	-4,679	Closed	-$220K	–	771
2019 Q3	$220K	Buy	+4,679	New	+$254K	0.01%	651

Other funds holding PLAN

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

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

MCM

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

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

MCAI

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

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

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

DCP

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Colony Group's PLAN Position: Q4 2019 in Review

Colony Group sold out of Anaplan, Inc. (PLAN) in Q4 2019, closing a stake of 4,679 shares — an estimated $220K sold.

Colony Group first reported a position in PLAN in Q3 2019 and held it in 1 quarter. The position peaked at $220K in Q3 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

Colony Group reported no remaining Anaplan, Inc. position as of Q4 2019 after selling out during the quarter.
Colony Group sold 4,679 Anaplan, Inc. shares in Q4 2019, an estimated $220K.
Colony Group first reported a position in Anaplan, Inc. in Q3 2019 and held it in 1 quarter.
Colony Group's Anaplan, Inc. position peaked at $220K in Q3 2019.
252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Colony Group's 13F filing for Q4 2019, filed 18 Feb 2020.