HIIFS
PLAN

Harel Insurance Investments & Financial Services’s Anaplan, Inc. PLAN Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-4,000
Closed -$181K – 744
2020
Q2 		$181K Buy
+4,000
New +$167K 0.01% 260

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PLAN Position: Q3 2020 in Review

Harel Insurance Investments & Financial Services sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 4,000 shares — an estimated $181K sold.

Harel Insurance Investments & Financial Services first reported a position in PLAN in Q2 2020 and held it in 1 quarter. The position peaked at $181K in Q2 2020. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,000 Anaplan, Inc. shares in Q3 2020, an estimated $181K.
  • Harel Insurance Investments & Financial Services first reported a position in Anaplan, Inc. in Q2 2020 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Anaplan, Inc. position peaked at $181K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2020, filed 20 Oct 2020.