HMI Capital Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$93.3M | 2.42% | 13 |
|
|
2020
Q1 | $96.3M | Buy |
3,181,903
+2,246,903
| +240% | +$68M | 6.39% | 10 |
|
|
2019
Q4 | $49M | Buy |
+935,000
| New | +$49M | 3.91% | 9 |
|
|
2019
Q3 | – | Sell |
-584,816
| Closed | -$29.5M | – | 8 |
|
|
2019
Q2 | $29.5M | Sell |
584,816
-61,275
| -9% | -$3.09M | 3% | 8 |
|
|
2019
Q1 | $25.4M | Sell |
646,091
-682,509
| -51% | -$26.9M | 3.01% | 7 |
|
|
2018
Q4 | $35.3M | Buy |
+1,328,600
| New | +$35.3M | 4.02% | 7 |
|