HCM
PLAN

HMI Capital Management’s Anaplan, Inc. PLAN Stock Holding History

HMI Capital 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
2020
Q3 		– Sell
-1,121,903
Closed -$50.8M – 14
2020
Q2 		$50.8M Sell
1,121,903
-2,060,000
-65% -$86.3M 2.42% 13
2020
Q1 		$96.3M Buy
3,181,903
+2,246,903
+240% +$112M 6.39% 10
2019
Q4 		$49M Buy
+935,000
New +$46.4M 3.91% 9
2019
Q3 		– Sell
-584,816
Closed -$29.5M – 8
2019
Q2 		$29.5M Sell
584,816
-61,275
-9% -$2.53M 3% 8
2019
Q1 		$25.4M Sell
646,091
-682,509
-51% -$23M 3.01% 7
2018
Q4 		$35.3M Buy
+1,328,600
New +$32.8M 4.02% 7

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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 $645B AUM 30.41% 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

HMI Capital Management's PLAN Position: Q3 2020 in Review

HMI Capital Management sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 1,121,903 shares — an estimated $50.8M sold.

HMI Capital Management first reported a position in PLAN in Q4 2018 and held it in 6 quarters. The position peaked at $96.3M in Q1 2020. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • HMI Capital Management reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • HMI Capital Management sold 1,121,903 Anaplan, Inc. shares in Q3 2020, an estimated $50.8M.
  • HMI Capital Management first reported a position in Anaplan, Inc. in Q4 2018 and held it in 6 quarters.
  • HMI Capital Management's Anaplan, Inc. position peaked at $96.3M in Q1 2020.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on HMI Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.