Ergoteles’s Anaplan, Inc. PLAN Stock Holding History

Ergoteles’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	-106,276	Closed	-$6.91M	–	2140
2022 Q1	$6.91M	Buy	106,276 +51,586	+94%	+$2.51M	0.26%	95
2021 Q4	$2.51M	Buy	+54,690	New	+$3.02M	0.1%	216
2021 Q3	–	Sell	-92,421	Closed	-$4.93M	–	1839
2021 Q2	$4.93M	Buy	+92,421	New	+$5.14M	0.11%	227
2021 Q1	–	Sell	-53,581	Closed	-$3.85M	–	1146
2020 Q4	$3.85M	Buy	53,581 +36,692	+217%	+$2.39M	0.13%	173
2020 Q3	$1.06M	Buy	+16,889	New	+$870K	0.14%	137

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

Ergoteles's PLAN Position: Q2 2022 in Review

Ergoteles sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 106,276 shares — an estimated $6.91M sold.

Ergoteles first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $6.91M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Ergoteles reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 106,276 Anaplan, Inc. shares in Q2 2022, an estimated $6.91M.
Ergoteles first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
Ergoteles's Anaplan, Inc. position peaked at $6.91M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.