Interval Partners’s Anaplan, Inc. PLAN Stock Holding History

Interval Partners’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 Q1	–	Sell	-9,700	Closed	-$697K	–	336
2020 Q4	$697K	Buy	+9,700	New	+$631K	0.03%	206
2020 Q1	–	Sell	-1,054,046	Closed	-$55.2M	–	288
2019 Q4	$55.2M	Buy	1,054,046 +470,759	+81%	+$23.4M	1.98%	5
2019 Q3	$27.4M	Buy	583,287 +199,344	+52%	+$10.8M	1.07%	27
2019 Q2	$19.4M	Buy	+383,943	New	+$15.9M	0.77%	39

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

Interval Partners's PLAN Position: Q1 2021 in Review

Interval Partners sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 9,700 shares — an estimated $697K sold.

Interval Partners first reported a position in PLAN in Q2 2019 and held it in 4 quarters. The position peaked at $55.2M in Q4 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Interval Partners reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Interval Partners sold 9,700 Anaplan, Inc. shares in Q1 2021, an estimated $697K.
Interval Partners first reported a position in Anaplan, Inc. in Q2 2019 and held it in 4 quarters.
Interval Partners's Anaplan, Inc. position peaked at $55.2M in Q4 2019.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Interval Partners's 13F filing for Q1 2021, filed 17 May 2021.