IRF
PLAN

IBM Retirement Fund’s Anaplan, Inc. PLAN Stock Holding History

IBM Retirement Fund’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
-3,962
Closed -$241K – 732
2021
Q3 		$241K Hold
3,962
– – 0.02% 650
2021
Q2 		$211K Sell
3,962
-662
-14% -$36.8K 0.02% 719
2021
Q1 		$249K Sell
4,624
-231
-5% -$15.6K 0.02% 686
2020
Q4 		$349K Buy
4,855
+622
+15% +$40.4K 0.02% 557
2020
Q3 		$265K Buy
+4,233
New +$218K 0.02% 561

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

IBM Retirement Fund's PLAN Position: Q4 2021 in Review

IBM Retirement Fund sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 3,962 shares — an estimated $241K sold.

IBM Retirement Fund first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $349K in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • IBM Retirement Fund reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 3,962 Anaplan, Inc. shares in Q4 2021, an estimated $241K.
  • IBM Retirement Fund first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's Anaplan, Inc. position peaked at $349K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.