ISL
PLAN

Ingalls & Snyder LLC’s Anaplan, Inc. PLAN Stock Holding History

Ingalls & Snyder LLC’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
Q4 		– Sell
-5,640
Closed -$353K – 449
2020
Q3 		$353K Sell
5,640
-3,765
-40% -$194K 0.02% 276
2020
Q2 		$426K Buy
+9,405
New +$394K 0.02% 275

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Ingalls & Snyder LLC's PLAN Position: Q4 2020 in Review

Ingalls & Snyder LLC sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 5,640 shares — an estimated $353K sold.

Ingalls & Snyder LLC first reported a position in PLAN in Q2 2020 and held it in 2 quarters. The position peaked at $426K in Q2 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Ingalls & Snyder LLC reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 5,640 Anaplan, Inc. shares in Q4 2020, an estimated $353K.
  • Ingalls & Snyder LLC first reported a position in Anaplan, Inc. in Q2 2020 and held it in 2 quarters.
  • Ingalls & Snyder LLC's Anaplan, Inc. position peaked at $426K in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2020, filed 27 Jan 2021.