Diversified Trust’s Anaplan, Inc. PLAN Stock Holding History

Diversified Trust’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	-9,213	Closed	-$599K	–	888
2022 Q1	$599K	Sell	9,213 -7,625	-45%	-$371K	0.02%	389
2021 Q4	$772K	Buy	16,838 +3,175	+23%	+$175K	0.03%	320
2021 Q3	$832K	Buy	13,663 +3,730	+38%	+$222K	0.03%	264
2021 Q2	$529K	Buy	+9,933	New	+$553K	0.02%	383

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Diversified Trust's PLAN Position: Q2 2022 in Review

Diversified Trust sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 9,213 shares — an estimated $599K sold.

Diversified Trust first reported a position in PLAN in Q2 2021 and held it in 4 quarters. The position peaked at $832K in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Diversified Trust reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Diversified Trust sold 9,213 Anaplan, Inc. shares in Q2 2022, an estimated $599K.
Diversified Trust first reported a position in Anaplan, Inc. in Q2 2021 and held it in 4 quarters.
Diversified Trust's Anaplan, Inc. position peaked at $832K in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Diversified Trust's 13F filing for Q2 2022, filed 12 Jul 2022.