DS
PLAN

Daniel Sundheim’s Anaplan, Inc. PLAN Stock Holding History

Daniel Sundheim’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
Q4 		– Sell
-1,371,303
Closed -$85.8M – 66
2020
Q3 		$85.8M Sell
1,371,303
-3,355,974
-71% -$173M 0.5% 40
2020
Q2 		$214M Sell
4,727,277
-1,235,340
-21% -$51.7M 1.6% 21
2020
Q1 		$180M Buy
5,962,617
+2,912,617
+95% +$145M 1.87% 14
2019
Q4 		$160M Sell
3,050,000
-254,889
-8% -$12.6M 2.35% 13
2019
Q3 		$155M Buy
+3,304,889
New +$179M 2.15% 16

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Daniel Sundheim's PLAN Position: Q4 2020 in Review

Daniel Sundheim sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 1,371,303 shares — an estimated $85.8M sold.

Daniel Sundheim first reported a position in PLAN in Q3 2019 and held it in 5 quarters. The position peaked at $214M in Q2 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Daniel Sundheim reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Daniel Sundheim sold 1,371,303 Anaplan, Inc. shares in Q4 2020, an estimated $85.8M.
  • Daniel Sundheim first reported a position in Anaplan, Inc. in Q3 2019 and held it in 5 quarters.
  • Daniel Sundheim's Anaplan, Inc. position peaked at $214M in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on D1 Capital Partners's 13F filing for Q4 2020, filed 16 Feb 2021.