Gotham Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Gotham Asset Management’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 Q1	–	Sell	-3,070	Closed	-$221K	–	1135
2020 Q4	$221K	Sell	3,070 -22,225	-88%	-$1.45M	0.01%	910
2020 Q3	$1.58M	Buy	+25,295	New	+$1.3M	0.05%	420
2020 Q1	–	Sell	-10,756	Closed	-$564K	–	1261
2019 Q4	$564K	Buy	+10,756	New	+$534K	0.01%	775
2019 Q3	–	Sell	-11,259	Closed	-$568K	–	1259
2019 Q2	$568K	Buy	11,259 +1,886	+20%	+$78K	0.01%	764
2019 Q1	$369K	Buy	+9,373	New	+$316K	0.01%	942

Other funds holding PLAN

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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Gotham Asset Management's PLAN Position: Q1 2021 in Review

Gotham Asset Management sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 3,070 shares — an estimated $221K sold.

Gotham Asset Management first reported a position in PLAN in Q1 2019 and held it in 5 quarters. The position peaked at $1.58M in Q3 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Gotham Asset Management reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Gotham Asset Management sold 3,070 Anaplan, Inc. shares in Q1 2021, an estimated $221K.
Gotham Asset Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 5 quarters.
Gotham Asset Management's Anaplan, Inc. position peaked at $1.58M in Q3 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Gotham Asset Management's 13F filing for Q1 2021, filed 17 May 2021.