Harvest Fund Management’s Anaplan, Inc. PLAN Stock Holding History

Harvest Fund 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 Q4	–	Sell	-573	Closed	-$34K	–	823
2021 Q3	$34K	Buy	+573	New	+$34.1K	0.01%	500
2020 Q3	–	Sell	-227	Closed	-$10K	–	626
2020 Q2	$10K	Hold	227	–	–	﹤0.01%	445
2020 Q1	$6K	Sell	227 -1,040	-82%	-$51.9K	﹤0.01%	405
2019 Q4	$72K	Hold	1,267	–	–	0.01%	253
2019 Q3	$60K	Sell	1,267 -696	-35%	-$37.8K	0.01%	248
2019 Q2	$99K	Hold	1,963	–	–	0.01%	202
2019 Q1	$77K	Buy	+1,963	New	+$66.1K	0.01%	237

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

Harvest Fund Management's PLAN Position: Q4 2021 in Review

Harvest Fund Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 573 shares — an estimated $34K sold.

Harvest Fund Management first reported a position in PLAN in Q1 2019 and held it in 7 quarters. The position peaked at $99K in Q2 2019. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Harvest Fund Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Harvest Fund Management sold 573 Anaplan, Inc. shares in Q4 2021, an estimated $34K.
Harvest Fund Management first reported a position in Anaplan, Inc. in Q1 2019 and held it in 7 quarters.
Harvest Fund Management's Anaplan, Inc. position peaked at $99K in Q2 2019.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Harvest Fund Management's 13F filing for Q4 2021, filed 11 Feb 2022.