Dynamic Technology Lab’s Anaplan, Inc. PLAN Stock Holding History

Dynamic Technology Lab’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
2021 Q4	–	Sell	-21,225	Closed	-$1.29M	–	1629
2021 Q3	$1.29M	Sell	21,225 -3,339	-14%	-$199K	0.15%	189
2021 Q2	$1.31M	Sell	24,564 -897	-4%	-$49.9K	0.13%	228
2021 Q1	$1.37M	Buy	25,461 +19,997	+366%	+$1.35M	0.15%	163
2020 Q4	$393K	Buy	+5,464	New	+$355K	0.06%	549
2020 Q3	–	Sell	-39,422	Closed	-$1.79M	–	1457
2020 Q2	$1.79M	Buy	39,422 +25,482	+183%	+$1.07M	0.27%	66
2020 Q1	$422K	Buy	+13,940	New	+$695K	0.08%	431
2019 Q4	–	Sell	-13,333	Closed	-$627K	–	1411
2019 Q3	$627K	Buy	+13,333	New	+$724K	0.11%	315
2019 Q2	–	Sell	-5,509	Closed	-$217K	–	1397
2019 Q1	$217K	Buy	+5,509	New	+$185K	0.04%	802

Other funds holding PLAN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dynamic Technology Lab's PLAN Position: Q4 2021 in Review

Dynamic Technology Lab sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 21,225 shares — an estimated $1.29M sold.

Dynamic Technology Lab first reported a position in PLAN in Q1 2019 and held it in 8 quarters. The position peaked at $1.79M in Q2 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Dynamic Technology Lab reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Dynamic Technology Lab sold 21,225 Anaplan, Inc. shares in Q4 2021, an estimated $1.29M.
Dynamic Technology Lab first reported a position in Anaplan, Inc. in Q1 2019 and held it in 8 quarters.
Dynamic Technology Lab's Anaplan, Inc. position peaked at $1.79M in Q2 2020.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Dynamic Technology Lab's 13F filing for Q4 2021, filed 14 Feb 2022.