Jacobs Levy Equity Management
PLAN

Jacobs Levy Equity Management’s Anaplan, Inc. PLAN Stock Holding History

Jacobs Levy Equity 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
2022
Q1 		– Sell
-28,751
Closed -$1.32M – 1128
2021
Q4 		$1.32M Buy
28,751
+701
+2% +$38.7K 0.01% 696
2021
Q3 		$1.71M Buy
28,050
+6,079
+28% +$362K 0.01% 640
2021
Q2 		$1.17M Sell
21,971
-47,967
-69% -$2.67M 0.01% 711
2021
Q1 		$3.77M Buy
69,938
+324
+0.5% +$21.9K 0.03% 477
2020
Q4 		$5M Sell
69,614
-3,731
-5% -$243K 0.04% 399
2020
Q3 		$4.59M Buy
73,345
+7,319
+11% +$377K 0.05% 360
2020
Q2 		$2.99M Buy
+66,026
New +$2.76M 0.03% 448

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management's PLAN Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 28,751 shares — an estimated $1.32M sold.

Jacobs Levy Equity Management first reported a position in PLAN in Q2 2020 and held it in 7 quarters. The position peaked at $5M in Q4 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Jacobs Levy Equity Management reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 28,751 Anaplan, Inc. shares in Q1 2022, an estimated $1.32M.
  • Jacobs Levy Equity Management first reported a position in Anaplan, Inc. in Q2 2020 and held it in 7 quarters.
  • Jacobs Levy Equity Management's Anaplan, Inc. position peaked at $5M in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.